About Rick Durkee, founder and 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.
"We oversee the financial concerns of select retirees in the Coastal Carolina region. I specialize in retirement income planning because it is extremely fulfilling to help people protect and preserve not just their own wealth, but also the future wealth of everyone they love," he says.
Specialties in wealth allocation and wealth distribution
Today, Coastal Financial Planning Group is unique in the field of financial wealth management as the firm concentrates solely on wealth allocation and distribution for its retirement income planning clients. We help our 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.
Our team is not made up of market timers, stock pickers, stock brokers, or any other type of Wall Street advocate. We help our retiree clients own their retirement and manage their financial concerns with the goal of providing them with a high degree of confidence that they will achieve low risk, low volatility and a fair market rate of return.
Contact Frank to schedule an appointment with Rick Durkee or Drew Horter... or sign up to be notified about our free retirement planning seminars in the future. You'll receive a free book when you register.
Listen to Rick on 94.3 WSC's Money Matters radio show
Rick also plays an active leadership role in financial planning for seniors in the Charleston, SC community, where Coastal Financial Planning Group is based, and beyond. He hosts the weekly Money Matters radio show and answers listener questions on the topic of personal retirement planning each week on the Retire Right show, both of which are broadcast worldwide at News Radio 94.3 WSC FM, RadioTime, and elsewhere.