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.
We Help You
Navigate
Toward A
Better
Retirement
Your Charleston
Wealth Management Specialists
Success in retirement isn’t about assets. It’s about income.
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
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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.
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You can also tune in to our hosted show, “Christian Business Values” Sunday mornings from 8:00-8:30 am.
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These shows are available online or on demand and broadcast worldwide at www.943wsc.com.
Two-Minute
Drill
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