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.
Coastal Financial Planning Group Wins
Central SC & Charleston 2020 BBB
Business of the Year
Torch Award!
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.
Current & Upcoming Retirement Planning Webinars in Charleston, SC
Retirement Education Series: Social Security
6/22/21 @ 6 pm: Online Webinar
6/24/21 @ 6 pm: Live, In-Person
Learn how to properly time & take your Social Security benefits, to maximize those benefits & minimize the taxes on them. There's no better time to learn about your retirement options than now.
Fee:
None
Rethink Retirement Course (Online)
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
The Coastal Financial Planning
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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!