Now that you’ve watched our video series on the 7 Financial Blind Spots, we want to give you a summary of each step in this short video. To schedule a complimentary review with either Coach Pete or Peter Richon, give us a call at 919-657-4201.
About Coach Pete D’Arruda:
A Registered Financial Consultant (RFC) and Investment Advisor Representative (IAR), Pete D’Arruda is one of only three Certified Tax Coaches in the state of North Carolina. His approach to safe and secure lifetime income planning leads his clients to a worry-free retirement. Also known as “Coach Pete” to his financial clients and listeners of his popular financial radio show Financial Safari, Pete can be heard weekly giving financial advice on more than 100 stations nationwide.
About Peter Richon:
With more than a decade of experience in financial and retirement planning services, Peter has a deep understanding of the potential obstacles in the way of a secure financial future, and has developed a unique perspective on working through these difficulties with his clients.
Ready to take the next step?
Give us a call at 919-657-4201. Or you can click here to contact us.