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 previously hosted his own radio show, “Retirement Income Hour” on WPTF, where he helped 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 Mitchell is the Director of Operations at Diversified Estate Solutions. She oversees all of the aspects of the annuity business, which includes marketing, new business, and client service.
Anjanette has an extensive background in annuities and insurance with over 16 years of experience. Excellent communication skills allow Anjanette to understand what our clients actually mean instead of what they are simply saying. She strives to make our clients feel confident in the choices they’ve made. Anjanette holds a North Carolina life and annuity license and is a Cary, North Carolina, native.
She enjoys cooking, gardening, spending quality time with her family and friends, and sitting on the beach on a warm, sunny day. She has a daughter and a son, Alexandra and Nicholas. Overall, Anjanette, whose nickname is AJ, is an outgoing person who sees that it’s the little details in life that make up the big picture.
Kate Eberle is the executive assistant at Diversified Estate Solutions, providing a professional and warm welcome to our clients and guests. She assists with office administration and event planning.
Kate has a wide-reaching administrative management skill set in both private and public sector settings. She has an extensive background in providing exceptional C-level support, event planning, financial, and administrative oversight.
She has lived in Holly Springs, North Carolina, since 2014 after living in South Carolina, Guam, and Rota, Spain, with her family during her husband's 20-year USAF career. Kate is an avid Carolina Hurricanes fan and season ticket member and enjoys reading in her spare time. She and her husband, Ted, have three adult sons, Quinn, Matthew, and Eric.
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.