Your Wealth Allocation & Distribution Specialist


Own Your Retirement!

Who We Are

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The Coastal Financial Planning Group was founded by Rick Durkee, a retirement and investment specialist.

At The Coastal Financial Planning Group, we specialize in low-risk investment 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.
 

How We Can Help

Have money slipping through the cracks? Take the quiz, Click Here!
As we operate under the fiducary standard, our commitment to you is simple: To be honest, transparent and always looking out for your best interest, first and always.

At The Coastal Financial Planning, it is our goal to help our clients create a comprehensive financial plan that is designed to secure their financial futures and ensure their peace of mind for themselves and their loved ones.
 

Learn More, Attend a Class.

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What does it take to retire? How much money do you need? Where does Social Security fit and how do I make the most of my assets? These are just some of the questions Rick adresses with retirees and soon-to-be-retirees in his classes.

To learn more or to attend an upcoming class, click here or call (843) 735-5065.
 
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