Coastal Financial Planning Group

Coastal Financial Planning Group is a financial planner in Charleston, SC. They specialize in retirement planning and provide services such as increasing retirement income streams, maximizing social security benefits, and minimizing taxes. Their approach involves a six-step roadmap to create a written retirement plan tailored to their clients' goals. With over 29 years of experience, they serve the local area with a strong emphasis on personalized service. They have received a perfect rating based on one review.

At Coastal Financial Planning Group, the team is composed of highly specialized professionals who are dedicated to helping clients achieve a secure retirement lifestyle. Their founder, Rick Durkee, has been recognized in the financial industry and has assembled an exceptional team focused on providing top-notch service. The firm emphasizes their commitment to understanding client goals, assessing risks and opportunities, and implementing detailed plans.

Coastal Financial Planning Group boasts a well-optimized website that search engines read cleanly, ensuring they are easy to find online. Their business information is thoroughly documented and readily available, which enhances their visibility in local searches.

In Charleston, Coastal Financial Planning Group stands out for its specialized retirement planning services, offering clients peace of mind and the confidence to enjoy their retirement years with financial security.

Services:

• Retirement Income Planning Roadmap
• Social Security & Medicare Planning
• Tax Planning