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.
Trust. Integrity.
A promise & commitment to our clients!
The Coastal Financial Planning Group proudly announces it was awarded the 2020 BBB Torch Award.
The Torch Award is a symbol of our commitment to integrity and ethical business practices and we are honored to be recognized by this prestigious award!
Better Business Bureau Torch Award
Celebrating Excellence in Business Ethics
Watch this two-minute video to see why the team
at the Coastal Financial Planning Group is the
recipient of the prestigious Better Business Bureau 2020 Torch Award.
Your Charleston
Wealth Management Specialists
Success in retirement isn’t about assets. It’s about income.
We Are ISO 9001 Certified
The Coastal Financial Planning Difference
%20copy.png)
Certified for Quality, The Coastal Financial Planning Group has earned the right to display the internationally recognized ISO 9001:2015 certification.
We are proud to be one of the few financial planning firms in South Carolina that is ISO 9001 certified, which means we're able to offer our clients the highest level of service possible.
Privately owned and operated by experts with a singular focus on fiduciary and retirement income solutions for individuals, families, and businesses, We are committed to providing objective insight, unbiased interpretations, and prudent advice as well as a comprehensive suite of retirement income services to our clients.
We have a fiduciary responsibility to act in your best interest for retirement and financial planning matters, regardless of whether you are a Coastal Financial Planning client or not.
Our retirement income allocation and wealth management solutions are designed to diversify portfolios, mitigate risk, and grow wealth.
When it comes to your financial future, you deserve the best. A deeper level of service and personalized attention that is not available from other retirement financial advisors and wealth management consultants.
What's Your "Next?" We Can Help!
Current & Upcoming Retirement Planning Webinars in Charleston, SC
Available On-Demand
Log in for a complimentary, educational event to help you make informed decisions for your retirement.
This is an on-demand, virtual course. (Watch From the Comfort of Your Own Home).
Fee:
None
Income Allocation Course (Online)
Available On-Demand
Register now for a complimentary, educational workshop for retirement-ready adults.
This is an on-demand, virtual course. (Watch From the Comfort of Your Own Home).
Fee:
None
How We Can Help
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 addresses with retirees and soon-to-be-retirees in his classes.
As we operate under the fiduciary standard, our commitment to you is simple: To be honest, transparent and always looking out for your best interest, first and always.
Have money slipping through the cracks?
Two Great Podcasts w/ Rick Durkee
Now Available On Your Tablet, Laptop, & Phone!
Available online or on-demand!