Charleston Wealth Management Services

Get to know
Coastal Financial Planning Group

Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies.

As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions. As retirement specialists, we assist our clients with the 5 core areas of financial planning, which include:

  • Low Risk, Low Volatility Investment Solutions designed to be defensive during times of volatility and opportunistic during times of growth.​

  • Retirement Income Planning that anticipates how much you'll need to not only retire, but enjoy your retirement today and in the future. This factors in Social Security, Pension income, IRA withdrawals and more...

  • Through Advanced Tax Planning we help our clients minimize their tax bill, and help them shelter their assets from unnecessary taxation. Don't let your IRA be an IOU to the IRS.

  • Contingency Planning in included in all of our financial strategies. These strategies are designed to help insulate your retirement from the unexpected and the inevitable.

  • Estate & Legacy Planning is the the last step in every financial plan, to ensure that your assets are safely transferred from you to your spouse and the people you love most.

At The Coastal Financial Planning Group, we see it as our duty and obligation to our clients to help protect them and their financial future. Operating under the fiduciary standard, we provide our clients with the advice and expertise that will allow them to make the strongest financial decisions for themselves and their loved ones.

To learn more about The Coastal Financial Planning process, 

click here or call call today: (843) 735-5065 

Coastal Financial Planning Group

78 Ashley Point Drive Suite 201 
Charleston, SC 29407

(843) 735-5065

  • Facebook
  • LinkedIn
  • YouTube
  • Twitter

Listen On-Demand To

"Navigating Retirement with Rick Durkee"

Apple_Podcast_Icon.png
250-Stitcher_W.png
iHeartRadio_Logo_iHR-Vertical-White.png
file-spotify-logo-png-4.png
soundcloud-computer-icons-music-logo-sou

           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

Sunday          

Monday          

Tuesday           

Wednesday     

Thursday         

Friday             

Saturday        

South-Carolina-Christan-Chamber-Commerce

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. 

Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated.

©2021 by Coastal Financial Planning Group. Powered by Brand U Media