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Financial Planning Charleston, Wealth Management Charleston, Income Planner Charleston, Retirement Planner Charleston, Financial Advisor in Charleston, Charleston, SC, Coastal Financial Planning Group

LIVE THE RETIREMENT LIFESTYLE
OF YOUR DREAMS

Our Retirement Income Planning Roadmap™ will show you the way.

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Financial Planning Charleston, Wealth Management Charleston, Income Planner Charleston, Retirement Planner Charleston, Financial Advisor in Charleston, Charleston, SC, Coastal Financial Planning Group

What’s Missing from Your Retirement Plan?

You deserve peace of mind in your retirement.

  • What risks are you missing? 

  • What opportunities are you overlooking? 

  • Could you outlive your money?

You spent years working hard to accumulate wealth. So you shouldn't worry about unforeseen risks threatening your retirement income.

Financial Planning Charleston, Wealth Management Charleston, Income Planner Charleston, Retirement Planner Charleston, Financial Advisor in Charleston, Charleston, SC, Coastal Financial Planning Group

Safeguard Your Retirement Fund

When many successful couples near retirement, they question whether their accumulated wealth will last as long as they live.

 

At the Coastal Financial Planning Group, we walk you through our six-step roadmap, so you can increase retirement income streams, maximize social security benefits and minimize income taxes. With a written retirement plan, you can live the retirement lifestyle of your dreams.

The Importance of a Written Retirement Income Plan.

At the Coastal Financial Planning Group, we know you want assurance that your retirement income will last a lifetime. You need a written retirement income plan that maximizes every financial opportunity. The problem is you're not an expert trained to identify risks or threats to your retirement fund. What are you missing? Could you outlive your money? We help you live long and prosper into retirement and beyond. We walk you through our six-step Retirement Income Planning Roadmap © – understanding your goals, assessing risks and opportunities, and ultimately implementing a written plan based on your priorities. Finally, you will have a detailed roadmap for retirement, helping you increase retirement income streams, maximize social security benefits and minimize income taxes.

Watch this short video from our founder, Rick Durkee.

Optimize Your Retirement Plan with These Tools

Discover the power of a written retirement income plan.

LONG LIVE RETIREMENT

Develop Your Retirement Income Plan

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Schedule your discovery call

Let's discuss your current retirement vision; paint us a picture!

Receive a customized retirement income plan

We'll recommend ideas and solutions to help you avoid unnecessary financial risks while maximizing opportunities.

Feel secure in your future.

With a written plan in hand and annual reviews, you can live a life driven by your retirement lifestyle dreams.

 

Fewer than 10% of couples have a written retirement income plan. It's time to change that.

Tax Planning Financial Planning Charleston, Wealth Management Charleston, Income Planner Charleston, Retirement Planner Charleston, Financial Advisor in Charleston, Charleston, SC, Coastal Financial Planning Group
Retirement & Legacy
Tax Planning

We take a proactive approach to tax planning, so you minimize your tax payments and maximize your retirement income.

Income Streams, Financial Planning Charleston, Wealth Management Charleston, Income Planner Charleston, Retirement Planner Charleston, Financial Advisor in Charleston, Charleston, SC, Coastal Financial Planning Group
Retirement Income
Streams

We dig deep to find every available source of income. Then, when you have a retirement income planning roadmap, you won't worry about outliving your money.

Social Security, Medicare, Financial Planning Charleston, Wealth Management Charleston, Income Planner Charleston, Retirement Planner Charleston, Financial Advisor in Charleston, Charleston, SC, Coastal Financial Planning Group
Social Security
& Medicare

You worked hard for these benefits. However, to take full advantage of these options, you must plan ahead and make the right decisions at the right time.

What Makes the Coastal Financial Planning Group Different?

Aren’t all Charleston financial planning firms the same? Not exactly. Here’s what makes us different: ​

Our team has earned highly specialized certifications beyond most firms.

Our No. 1 focus area is retirement income planning. It’s our specialty.

Our clients are family. We are here for you and generations to come.

Maximize Your Retirement. Minimize Your Risk.

Don’t let money slip through the cracks. Instead, build a plan so you can retire with complete confidence.
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