Experienced
We provide affluent retirees and pre-retirees with strategies to reduce taxes and market risk on their life savings while developing and maintaining a close, trusting relationship.
Custom
Our strategic development process begins with an analysis to determine a custom designed course of action that is aligned with your goals and maximizes results.
Independent
Being independent, we offer an experience that is personal and responsive while also maintaining our values of simplicity and transparency.
Fiduciary
By partnering with us as a fiduciary, we will strive to communicate with you clearly and with integrity what is in your best interest throughout the planning process.
Long-term Relationships, Advice & Service
At Capital Financial Advisory Group, LLC, “sound financial advice” is more than just a catch phrase. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals.
Exclusive strategies to help grow wealth and limit risk
As investors and business owners, we appreciate the unique challenges today’s changing markets present to affluent families. We provide our clients with wealth management strategies that not only strive to protect and grow their wealth, but also implement strategies for advanced tax planning and maximizing their legacy.
Core Services
Lifetime Income
Identifying the right strategies to best serve your financial needs and ensure a steady income stream in retirement (based on the claims-paying ability of the insurance company).
Client Education
Providing our clients with the tools, resources, and advice they need to feel confident and knowledgeable about all their financial decisions.
Investment Planning
Advising our clients on the most effective ways to grow and protect wealth, so that they can transition confidently into their retirement years.
Insurance
Offering cost-effective options for life and long-term care insurance that can manage risk and provide peace of mind for the future.
Tax Minimization Planning
Effectively managing and offsetting taxes and other expenses in conjunction with tax planning professionals and CPAs to maximize the return on your income and investments.
Longevity Planning
Combining careful planning with the appropriate legal protections at your disposal to maximize the value of your estate and minimize
taxes and other undue expenses.
Social Security
Providing guidance to clients as they navigate the complexities of the Social Security system, and
make decisions that will greatly impact their financial situation in retirement.
Medicare Planning
We provide you with objective and unbiased advice with a clear path insuring that you’re getting the right plan at the lowest possible cost.
Peter J. D’Arruda has been in the financial arena for almost three decades. He is a best-selling author, radio and television host, former 2-time President of the International Association of Registered Financial Consultants, an investment advisor and fiduciary.
He founded Capital Financial to help his clients “cross the street of life.“ He and his team strive to help their clients take the worry out of living in retirement.
Known as Coach Pete to most of his clients and radio show listeners, his lifetime goal is to assist his clients in achieving the levels of success they desire.
He founded Capital Financial to help his clients “cross the street of life.“ He and his team strive to help their clients take the worry out of living in retirement.
Known as Coach Pete to most of his clients and radio show listeners, his lifetime goal is to assist his clients in achieving the levels of success they desire.
Learn More
about Coach Pete
about Coach Pete
Client Divisions
For all of our clients, we offer a comprehensive approach to financial planning, focusing on strategies to help you
generate adequate retirement income and make that retirement income last throughout your lifetime. Our clients have typically saved $100,000 or more for retirement.
Learn More About Financial Advice
Capital Financial Advisory Group provides a structured system of wealth management through investment, financial, retirement, estate and tax planning customized to meet the individual financial needs of our clients. Most of our investment services clients have $500,000 or more in investable assets.
Learn More About Investment Services
Radio
Each week Coach Pete and the team reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
You can tune in to our family of shows each weekend on Mix 101.5 WRAL, FM 106.1 WTKK and AM680 WPTF as well as Apple Podcasts, Amazon Alexa, Spotify and more!
You can tune in to our family of shows each weekend on Mix 101.5 WRAL, FM 106.1 WTKK and AM680 WPTF as well as Apple Podcasts, Amazon Alexa, Spotify and more!
Our team
Coach Pete D'Arruda has built a team of invaluable professionals at Capital Financial.
Learn More
about Our Team
about Our Team
Latest Posts
FEATURED ON
America Asks Coach
How much money will I need to retire? Where should I invest my money? What is going on with these low interest rates? These are kinds of questions Coach Pete gets on his radio show every day.
Discover the answers to these questions and more!
Discover the answers to these questions and more!
Download the
Free eBook
Free eBook
Peter D’Arruda, MRFC is a SmartVestor Pro, selected by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments.
As SmartVestor professionals, we provide solid, professional investing guidance and are committed to educating and empowering every individual while providing top-notch customer service.
As SmartVestor professionals, we provide solid, professional investing guidance and are committed to educating and empowering every individual while providing top-notch customer service.
Ready to take the next step?
Schedule a complimentary consultation with one of our Financial Experts.