An Important Update on the Coastal Financial Planning Group’s Operations

On April 12th, South Carolina governor Henry McMaster renewed the state of emergency currently in place, extending it for another 15 days. The new executive order will continue the state of emergency amidst the COVID-19 outbreak until at least April 27, and maintains previous orders made by McMaster. While we are considered an “essential” business under the Governor’s orders, The Coastal Financial Planning Group continues to have most of our employees working remotely.


Rest assured that regardless of where our employees sit, they remain well equipped to perform their essential functions, and our firm remains open for business and prepared to address any needs or concerns you might have. All of our remote systems are secure and encrypted for your protection. Importantly, there is no change to our ability to:


  • Update your financial plan

  • Facilitate any trades including rebalancing

  • Invest new money or raise cash as needed

  • Process any new account paperwork or other important documents

  • Talk with you via phone, email, or virtually and answer any questions you have during this difficult time


While many of us are working remotely, we are still able to receive and process mail. We are also available via our email addresses, as well as by phone at (843) 735-5065.

We realize this is an unusual and trying time and our entire firm remains committed to helping you get through it. We hope to return to more traditional office arrangements as soon as the law allows but are grateful that our ongoing preparation and planning have placed us in a position to continue providing uninterrupted service despite these extraordinary circumstances.


If you have any questions, please do not hesitate to reach out to us – we are here for you.

We hope you and your families remain healthy and safe, and look forward to seeing you again in person as soon as possible.

Best,


Rick Durkee, LUTCF®

President, Founder and Chief Investment Advisor

Coastal Financial Planning Group

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Coastal Financial Planning Group

78 Ashley Point Drive Suite 201 
Charleston, SC 29407

(843) 735-5065

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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. 

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.

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