We Help You Navigate Toward a
Better Retirement

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Everyone wants a financially secure retirement, but sometimes we need a little help figuring out the best way to get there. A financial planner can help you determine how to make sure your retirement lasts as long as you do. Let the Coastal Financial Planning Group team help you navigate the next steps to a secure retirement.

Charleston Wealth Management
Wealth Management Charleston SC

Retirement Planning Near Me

Financial planning is essential for anyone who wants to retire at some point in the future. Many people will stop working when they retire but they won’t necessarily stop spending money. It’s important to make sure you have a plan for your money so that you can have a comfortable retirement.

Tailored financial planning for Charleston, Mount Pleasant, West Ashley, Johns Island, and surrounding area retirement-ready adults. There’s no one-size-fits-all solution to financial planning. Every person is unique with their own goals, dreams and circumstances. We take the time to understand your specific needs and then tailor a plan specifically for you, your family and your situation.

Let us help you get started. The Coastal Financial Planning Group can guide you through the process of retirement planning. Our team of experts will help you figure out how much you’ll need to retire, where you’ll get that money, and how long it will last for.

Are You Looking For A Charleston Financial Advisor?

The Coastal Financial Planning Group is an ISO-Certified wealth management firm that provides objective advice to help you make the right decisions towards your retirement. We offer unbiased guidance and personalized solutions based on your unique needs. Our team of professionals is committed to helping you achieve your goals by providing sound investment strategies and comprehensive financial plans.
As a fiduciary, our legal obligation is always to put our clients’ interests first. We’re independent, enabling us to work with you based on what is best for your needs, not ours. We believe that financial planning is about working together for your long-term goals — and we’ll do everything we can to help you get there.
Since 2003, we’ve worked with individuals just like yourself who want professional guidance without having to pay high fees or commissions. With the Coastal Financial Planning Group, there’s no pressure or sales pitches – just honest advice from experienced financial advisors in Charleston who care about their clients as much as they do themselves!

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.

Trust. Integrity.


A promise & commitment to our clients!

The Coastal Financial Planning Group is proud to announce that we are the 2020 BBB Torch Award recipients.

The Torch Award symbolizes our commitment to integrity and ethical business practices, and we are honored to be recognized by this prestigious award!

Better Business Bureau Torch Award
Celebrating Excellence in Business Ethics

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.

We Are ISO 9001 Certified

The Coastal Financial Planning Difference

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Certified for Quality, The Coastal Financial Planning Group has earned the right to display the internationally recognized ISO 9001:2015 certification.

We are proud to be one of the select few financial planning firms in the United States that is ISO 9001 certified, which means we're able to offer our clients the highest level of service possible.

Privately owned and operated by experts with a singular focus on fiduciary and retirement income solutions for individuals, families, and businesses, We are committed to providing objective insight, unbiased interpretations, and prudent advice as well as a comprehensive suite of retirement income services to our clients.

We have a fiduciary responsibility to act in your best interest for retirement and financial planning matters, regardless of whether you are a Coastal Financial Planning client or not.

Our retirement income allocation and wealth management solutions are designed to diversify portfolios, mitigate risk, and grow wealth.

When it comes to your financial future, you deserve the best. A deeper level of service and personalized attention that is not available from other retirement financial advisors and wealth management consultants.

What's Your "Next?"  We Can Help!

Two Great Podcasts w/ Rick Durkee

Now Available On Your Tablet, Laptop, & Phone!


Christian Business Values


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