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
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.
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.