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.
Your Charleston
Wealth Management Specialists
Success in retirement isn’t about assets. It’s about income.
Current & Upcoming Retirement Planning Webinars in Charleston, SC
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.
The Coastal Financial Planning
Difference
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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!
Navigating Retirement
Christian Business Values
