Upcoming Events

  • Social Security Webinar
    Jun 25, 2020, 10:00 AM
    Social Security Webinar
    Please join Coastal Financial Planning Group's, Nathan White on Thursday, June 25, at 10 am, for an informative 25-minute web-based educational event, followed by a Q&A session to answer your questions

Coastal Financial Planning Group

78 Ashley Point Drive Suite 201 
Charleston, SC 29407

(843) 735-5065

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"Navigating Retirement with Rick Durkee"

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           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

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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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