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At the Coastal Financial Planning Group, you’re not just a client with us. You’re part of the family. So we want to know more about you, your loved ones, and your dreams.

We achieve that through exceptional client experiences. Several times a year, we gather with our clients to have a good time together. 

These special events might include a dinner cruise around the beautiful Charleston Harbor, private VIP dinners at amazing local restaurants, and everyone’s favorite, our annual oyster roast and barbeque!

“Good times never seemed so good.” 

Neil Diamond

Are you ready for a client experience that’s not just about finances? Then we invite you to learn more about having a good time with us. 


Watch our videos and read our testimonials to see for yourself.

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