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.

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

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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!