As a financial professional for the past 35 years, Rick Parkes has been utilizing strategies in retirees’ portfolios to help them sleep better. He is the best-selling author of Help, I’m Retiring! and host of his own radio show, “Financial Planning Hour,” on WPTF, which gives him the ability to help more hardworking Americans prepare for retirement.
His simple formula is designed to help alleviate worry in retirement, and it has found its way into various books, magazines, newspaper articles, radio shows, and television programs.
As co-owner of Diversified Estate Solutions, LLC, Rick’s comprehensive retirement strategy is designed to help you Sleep Well At Night (S.W.A.N. Strategy) because you have a real income plan that can give you assurance to see where you stand.
Rick’s formula for retirement success has caught much attention because of its simplicity, and it all starts with a no-obligation, straight talk appointment at his office.
When individuals approach retirement, it’s not uncommon for them to become fearful and ridden with anxiety. Andrea’s passion is helping these individuals navigate a potentially complex situation. She listens to the needs and goals of clients and assists them in creating a retirement income plan designed to help them sleep better at night.
Her initial career in human resources and her many years of experience at Diversified Estate Solutions has taught Andrea that no single approach to retirement is right for every individual. Using a wide array of products and a team of knowledgeable professionals, Andrea assists Rick Parkes in truly meeting the individual needs of each client.
Most recently, Andrea has joined Rick Parkes as co-host during the Money Monday segments that air during the “Today” show and on “The Financial Planning Hour with Rick Parkes” on WPTF.
Andrea and her husband, Michael, reside in the Triangle. They have two daughters in college and a son in elementary school. She dedicates a great deal of her time volunteering with educational outreach programs and enjoys running, salsa dancing, and spending quality time with her family and friends.
Dan is the Director of Client Services and the latest member to join the DES team. Dan’s background includes many years at a large pharmaceutical company where he held various roles as a consultant and spent his time focusing on customers and getting to the core of meeting clients’ needs.
Dan holds a life and annuity license in North Carolina and is available to answer clients’ questions. In his early career, Dan devoted himself to non-profit organizations to satisfy his passion for education and giving back to the community. This still holds true as he now enjoys volunteering alongside his wife and son in the Holly Springs and Apex area. Dan has a Master of Business Administration degree.
The material presented on this website is for informational purposes only. It is not intended as legal or tax advice or any other type of professional advice and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The generalized information we provide regarding tax minimization planning is not intended to and cannot be used by anyone to avoid paying federal, state, or local municipality taxes or penalties.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure products and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. The information or opinions contained in this internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular product. Such information is directed solely to those individuals who reside in the jurisdiction in which the representative is registered in the state where the consumer and/or prospective client reside.
Agents are not licensed to sell insurance in all 50 states. To find out if Rick Parkes is licensed in your state, please call (919) 787-8866. By contacting us, you may be offered an insurance or annuity product.
Insurance and a broad array of other financial products are offered through Diversified Estate Services, LLC. NC Insurance License #: 1000007091.