As a Senior Financial Professional for the past 40 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 hosts his own radio show, “The Retirement Income Show,” on WPTF, where he helps 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 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.
Anjanette is a Financial Professional at Diversified Estate Solutions. She has an extensive background in annuities and insurance with over 20 years of experience and holds a North Carolina life and annuity license.
Striving to help clients not feel confused or overwhelmed when entering their retirement phase is important to Anjanette. Her passion is to help them meet their financial goals and feel confident in the choices they have made. She will help guide you from the beginning of the planning stage all the way to and through retirement.
She enjoys cooking, gardening, spending quality time with her family and friends, and sitting on the beach on a warm, sunny day. She is a Cary native and has a daughter and a son. Overall, Anjanette, whose nickname is AJ, is an outgoing person who sees that it is the little details in life that make up the big picture.
Lea Webb is the Client Relations Executive. She is the first point of contact when you call the office and will be glad to help you with any client service request..
Lea’s primary responsibilities include day-to-day office operations, developing a working relationship with clients, and assisting with marketing and advertising strategies to help generate interest in our services. She is ready to provide the guidance and advice you need to ensure all your unique requests are met. Lea also oversees customer appreciation events.
A native of Cary, NC, Lea is married to David Webb. They have one son, two daughters, and a boxer-mixed dog. In her free time, Lea enjoys watching most sporting events. You will most likely find her cheering on the Carolina Hurricanes and NC State Wolfpack. She loves to attend Wolfpack sporting events, enjoys spending time with her family and friends, and reading a good mystery novel.
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) 787-8867. 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 Solutions, Rick Parkes, NC Insurance License #2413889.