Tactical Asset Allocation

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We want to help. Please contact us by filling out the form below, or by calling us at 843.735.5065, to schedule a no obligation initial consultation. Rick Durkee is an investment advisor representative and a fiduciary. 

Tactical Asset Management is a philosophy of capturing marketing gains, while avoiding market losses. It is our philosophy that you don't have to lose in order to gain!

At Coastal Financial Planning Group, we focus on providing our clients with Low Risk, Low Volatility, Investment Solutions that have a high probability of success. Our goal is to provide our clients with investment strategies that are designed to help them manage their downside risk by taking advantage of known market trends and proprietary exit triggers that utilize evidence based rules and logic, rather than emotion, to govern their investment decisions.

At Coastal Financial Planning Group all of our portfolios are designed to be defensive in bad times, and opportunistic in good times.

Tactical Asset Allocation Model

Asset Allocation Strategies

Our goal is to build family legacies, reduce income tax liabilities, and create a plan for each client to help ensure a fulfilling and financially worry-free retirement. Our strategies focus on low risk and low volatility investments that have a high probability of success.

Our philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals.

Click here to learn more about the Coastal Financial Planning Group Process and discover what it means to have confidence & peace of mind in retirement, because you deserve better.  

Coastal Financial Planning Group

78 Ashley Point Drive, Ste 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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