Financial Planner In Charleston
At The Coastal Financial Planning Group, we specialize in low-risk wealth management strategies that are designed to be defensive during times of market volatility and opportunistic during times of growth. This strategy allows our clients to secure a better, and worry-free, retirement.
Who We Are
The Coastal Financial Planning Group was founded by Rick Durkee, a retirement and investment specialist.
At The Coastal Financial Planning Group, we are ISO 9001/2015 certified, the international standard that specifies requirements for a quality management system (QMS). Organizations use the standard to demonstrate the ability to consistently provide products and services that meet customer and regulatory requirements.
We also have a Certified Financial Planner™ on staff. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.
No other Wealth Management Firm in the area provides its clients with the combination ISO 9001/2015 certification along with a CFP® on staff.
Simply put, we understand the complexities of the changing financial climate and know how to make recommendations in your best interest.
On the Radio
Tune in Saturday mornings to 94.3 WSC FM Charleston for our sponsored and hosted radio show, “Navigating Retirement” from 8:30-9:00 am. Listen to archived shows here.