Meet our retirement planning team
Rick Durkee, our founder and chief retirement planning specialist
Rick Durkee, founder and president of Coastal Financial Planning Group, has served in leadership roles in the financial services industry for more than 20 years.
After serving in leadership positions for many years at Prudential Insurance, New York Life, and MetLife and earning his designation as a Life Underwriting Training Council Fellow (LUTCF), Rick returned to his original love: meeting with clients as their retirement advisor, helping them plan for their longevity and enjoyment of life after retirement. In 2003, he founded Coastal Financial Planning Group to offer advanced retirement planning to baby boomers and others saving and investing for retirement. In 2012, he added his services as a Horter Investment Management LLC Investment Advisor Representative for Coastal Financial Planning Group clients.
Today, Coastal Financial Planning Group is unique in the field of financial wealth management as Rick and his team concentrate solely on wealth allocation and distribution for its retirement income planning clients. They help their clients face retirement's three biggest challenges: protecting their life savings, paying less in taxes, and passing on a financial legacy in the most efficient manner possible.
Watch this video to find out more about Rick. (Note: Flash is required to see the video.)
Contact Frank to schedule an appointment with Rick.
Frank Hutto, our retirement planning associate and certified financial planner™
With four decades of financial services experience including investment management, financial and retirement planning, tax representation, insurance, and banking, Certified Financial Planner™ Frank Hutto holds a bachelor's degree in business management from Charleston Southern University and is a graduate of the South Carolina Bankers School. He has held a NASD Series 65 license for more than a decade, is enrolled to practice before the IRS, and is licensed in South Carolina life, accident, health and disability insurance. He has also held NASD Series 6, 7, and 63 securities licenses.
At Coastal Financial Planning Group, he assists in developing retirement plans for our clients, including discussing their financial goals and researching appropriate investment vehicles. He also serves as our primary liaison with our investment management partner and insurance companies.
Contact Frank via email or by phone at 843.735.5065 (office) or 843.224.2126 (mobile).
Drew Horter, our registered investment advisor
With over 29 years of investment management experience, Drew Horter has extensive industry knowledge as a registered investment advisor. Having held FINRA Securities licenses that include the Series 6, 7, 22 and 63 over the past 29 years, he has experienced many economic, political and financial cycles.
Drew is also the founder and chief investment strategist at Horter Investment Management, LLC, which was founded in 1991 and manages assets for clients on a fee basis. Early in his career, he recognized the need for high quality private wealth managers. Since becoming a registered investment advisor, he has worked with many equity and fixed income managers. More recently he has focused on low-risk, low-volatility asset managers. To compliment these, he also works with high-quality, low-beta equity managers that present excellent opportunities for his clients.
Drew has been a CFP™ since 1986 and is a licensed insurance professional. (Insurance products are offered through Horter Financial Strategies, LLC.)
Watch this video to find out more about Drew. (Note: Flash is required to see the video.)
Contact Frank to schedule an appointment to meet with Rick to review Drew's investment platform.
New Horter website for clients and prospects - www.horterinvestment.com
Contact Frank to schedule an appointment with Rick Durkee... or sign up to be notified about our free retirement planning seminars in the future. You'll receive a free book when you register.
Kate Flinton, Client Services Manager
Kate Flinton, Client Services Manager of Coastal Financial Planning Group, has been in the financial services industry for more than 15 years. After receiving her Bachelor’s degree in Finance at Siena College, in Loudonville, NY, she spent some time on Wall Street, working for Fidelity Investments. When she left New York, she moved to Baltimore, MD where she held the position of Director of Investment Operations for a boutique financial planning firm. There, she maintained her Series 7 Securities license.
After a brief hiatus to have her children, Kate returned to work in Grand Cayman, Cayman Islands, where she worked for Royal Bank of Canada Wealth Management, in International Banking and Private Wealth Management. Upon her return to the US, she worked in the insurance industry and currently holds her South Carolina life, accident, health and disability insurance license. She is currently studying to obtain her NASD Series 65 license.
At Coastal Financial Planning Group, Kate is responsible for all Client Services, ranging from case administration services to client appreciation, data management and reporting.
Contact Kate via email or office phone (843.735.5065), or mobile (843.300.8030), to schedule a 3 step review or to be notified about upcoming retirement planning seminars, workshops or classes.