Navigating Retirement Rick Durkee Charle

We Help You Navigate
Toward A Better
Retirement

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! 

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 Planning Summit

Available On-Demand

We have assembled over 15 of the top experts in the field of planning for retirement and you will have access to each one of their virtual presentations from the comfort of your laptop, tablet, desktop, or mobile phone.

Fee:

None

Optimize Your Tax Strategy In Retirement (In-Person)

Date: Tuesday, February 9 (In-Person)

Time: 6:00 PM-7:00 PM

Join us for a complimentary, educational event to learn how to gain control of your taxes in retirement. 

This is a live, in-person event (Limited Seating To Allow For Social Distancing).

Fee:

None

Optimize Your Tax Strategy In Retirement (Webinar)

Date: Thursday, February 11 (Live Webinar)

Time: 6:30 PM-7:30 PM

Join us for a complimentary, educational event to learn how to gain control of your taxes in retirement. 

This is a live, virtual event (Watch From the Comfort of Your Own Home).

Fee:

None

Spooky Forest

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.

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The Coastal Financial Planning

Difference

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Certified-Financial-Planner-in-Charlesto

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!

Navigating Retirement

Christian Business Values

Rick's Financial Blog

 

Have Questions? | Need a Consultation?

Coastal Financial Planning Group

78 Ashley Point Drive Suite 201 
Charleston, SC 29407

(843) 735-5065

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"Navigating Retirement with Rick Durkee"

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       Closed

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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. 

Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated.

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