Navigating Retirement Rick Durkee Charle

We Help You Navigate Toward a
Better Retirement

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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

Social Security EDU Event

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.



Rethink Retirement Online Course Coastal

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).



Income Allocation Online Course Charlest

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).



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!

Navigating Retirement

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