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Charleston Tactical Asset Allocation

You love the power of the market, but you hate its volatility. Coastal Financial Planning Group provides a tactical asset management philosophy that will keep you on track to your retirement financial goals. Strategic asset management and tactical asset management techniques can take the guesswork out of investing. Get started today with a free retirement review.

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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

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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.