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
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!