The Coastal Financial Planning Group was founded by Rick Durkee, a retirement and investment specialist.
At The Coastal Financial Planning Group, we specialize in low-risk investment strategies that are designed to be defensive during times of market volatility and opportunistic during times of growth. This strategy allows our clients to secure a better, and worry-free, retirement.
As we operate under the fiducary standard, our commitment to you is simple: To be honest, transparent and always looking out for your best interest, first and always.
At The Coastal Financial Planning, it is our goal to help our clients create a comprehensive financial plan that is designed to secure their financial futures and ensure their peace of mind for themselves and their loved ones.
Learn More, Attend a Class.
What does it take to retire? How much money do you need? Where does Social Security fit and how do I make the most of my assets? These are just some of the questions Rick adresses with retirees and soon-to-be-retirees in his classes.
To learn more or to attend an upcoming class, click here or call (843) 735-5065.
IInvestment advisory services are offered through PCM Advisory, LLC dba Precision 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. Advisory services offered through Associated Capital Management, LLC, a Registered Investment Advisor in Illinois. Insurance services offered through Associated Advisory Group. The aforementioned are affiliated companies.-->