We Help You
Navigate
Toward 
A
Better
Retirement

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.

Your Charleston
Wealth Management Specialists 

Success in retirement isn’t about assets. It’s about income.

Upcoming Retirement Planning Events in
Charleston, SC

Roadmap to Retirement

On Demand

This extensive course is designed to equip Baby Boomers with info on how retirement today is different from previous generations. 

  • An Educational Workshop for Adults, Ages 50+

  • Forward To Your Retirement-Minded Friends...

Fee:

None

Income Allocation

On Demand

Take your retirement planning to the next level.

  • How much money will you need in retirement?

  • The role Social Security plays in your overall income plan.

  • Forward To Your Retirement-Minded Friends...

Fee:

None

Roadmap to Retirement

On Demand

This extensive course is designed to equip Baby Boomers with info on how retirement today is different from previous generations. 

  • An Educational Workshop for Adults, Ages 50+

  • Forward To Your Retirement-Minded Friends...

Fee:

None

 

Who We Are

The Coastal Financial Planning Group was founded by Rick Durkee, a retirement and investment specialist.

At The Coastal Financial Planning Group, we are ISO 9001/2015 certified, the international standard that specifies requirements for a quality management system (QMS). Organizations use the standard to demonstrate the ability to consistently provide products and services that meet customer and regulatory requirements.

 

We also have a Certified Financial Planner™ on staff. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.

No other Wealth Management Firm in the area provides its clients with the combination ISO 9001/2015 certification along with a CFP® on staff​.

Simply put, we understand the complexities of the changing financial climate and know how to make recommendations in your best interest.

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Rick's Financial Blog

 

Listen On-Demand To

"Navigating Retirement with Rick Durkee"

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Charleston Address

78 Ashley Point Drive Suite 201 
Charleston, SC 29407

(843) 735-5065

           Closed

         9:00 am - 5:00 pm

         9:00 am - 5:00 pm

    9:00 am - 5:00 pm

         9:00 am - 5:00 pm

            9:00 am - 5:00 pm

       Closed

HOURS

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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. 

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