Retirement Planning Advisors

  • Daily Living Expenses

  • Budgeting for Luxuries & Quality of Life

  • Planning your Social Security Benefits for Maximum Results
    Social Security can add $1M to your retirement fund*

  • Factoring in Pensions Withdrawal Strategies

  • Factoring in both Expected & Unexpected Medical Expenses

  • Planning for the unexpected and the inevitable

Many seniors under estimate the true value of their retirement. Once you factor in Social Security and Pensions the numbers are usually quite a bit larger than most people suspect.

Consider the following:

  • Average Retirement Savings: $255,000

  • Average Home Value: $188,900

  • Average Social Security Benefit for a Married Couple: $1,024,848

  • Total Retirement Value: $1,468,748

Retirement Investment Options

Your retirement plan should account for events that you can't see coming, such as unexpected health issues or sudden market volatility. It is our belief that in order to have a safe and secure retirement, one needs to know that they are financially secure, no matter what happens. At Coastal Financial Planning Group, we'll work with you to help you protect and insure your retirement from the unexpected and the inevitable. We will help to make sure that you have funds available in the event of an emergency; and we'll help you make sure that a sudden hospitalization won't cripple your retirement fund.

Listen On-Demand To

"Navigating Retirement with Rick Durkee"


Charleston Address

78 Ashley Point Drive Suite 201 
Charleston, SC 29407

(843) 735-5065


         9:00 am - 5:00 pm

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    9:00 am - 5:00 pm

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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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