Referral Partners

The professionals below have earned the trust of Money Matters listeners as experts on topics related to retirement financial planning over the years, and continue to serve as resources to individuals in need of specific retirement planning advice. We recommend each one and welcome you to contact them should you need help with questions related to their areas of expertise.

Money Matters advisory team

Rick Durkee, LUTCF
Retirement Income Planning Specialist
Investment Advisor Representative
Founder of Coastal Financial Planning Group
Office: 843.735.5065
Cell: 843.813.6283
Email Rick Durkee
www.cfpgroup.biz

Frank Hutto, CFP®
Certified Financial Planner
Investment Advisor Representative
Associate/Coastal Financial Planning Group
Office: 843.735.5065
Cell: 843.224.2126
Email Frank Hutto
www.cfpgroup.biz

John Coleman, CFP
Certified Financial Planner
Investment Advisor Representative
Associate/Coastal Financial Planning Group
Office: 843-735-5065
Cell: 843-991-9180
Email John Coleman
www.cfpgroup.biz

Rick Miller, CPA
Ann Miller, CPA
Miller Accounting
Specialist in Individual, Small Business, and Government Contracting
Office: 843-327-8575
Email Rick Miller
www.MillerAccountingCPA.com

Tripp Wiles
Wiles Law Firm, LLC
Estate Planning Law Practice
Office: 843) 718-0232
Email Tripp Wiles
www.tripwiles.com

Nat Benson
Elder Law Attorney
Benson Law Firm
Office: 843-971-9477
Cell: 843-906-5538
Email Nat Benson
www.natbensonlaw.com

Melissa Mitchell- Blitch
LPC, CACII, CPA
Eredita, LLC
Family Legacy Planning
Office: 843-371-6067
Email Melissa Mitchell-Blitch
www.vinyardcounseling.com

Christine Sheffield
President
The Parent Care Solutions
Office: 843-284-8259
Email Christine Sheffield
www.parentcaresolutions.com

Rebecca Imholz
Director of Advance Funeral Planning
Office: 843-693-0537
Email Rebecca Imholz
www.JamesAMcAlister.com

Chip Signious
Long Term Care Planning Specialist
Atlantic Coast Advisory Group
Office: 843-906-6294
Email Chip Signious

Jeff Beall
Managing Director/ Self Directed IRA Specialist
Office: 843-410-0187
Email Jeff Beall
www.IRACheckbook.com

Jerry Garner
Reverse Mortgage Consultant
TowneBank Mortgage
Cell: 843-670-4332
Email Jerry Garner
www.townbankmortgage.com

Eric Cox
Specialist in Advanced Planning with Life Insurance
Atlantic Coast Advisory Group
Office: 843-881-4904
Cell: 843-270-3791
www.atlanticcoastadvisorygroup.com

Jason Mackey
Health Insurance Specialist
Chartered Benefit Consultant
M & A Prime Benefits
Office: 843-556-2594
Email Jason Mackey
www.mackeyonline.com

Christopher Westfall
Medicare Insurance
Senior Savings Network
Cell: 286-837-0298
Email Christopher Westfall
www.seniorsavingsnetwork.org

Tina Vick
Medicare Supplement Specialist
Insphere Insurance Solutions, Inc.
Cell: 843-270-0555
Email Tina Vick

James Duffy
Senior Mortgage Banker
Atlantic Bay Mortgage Group
Office: 843-735-0865
Email James Duffy
www.atlanticbay.com

Tracey A. DeLong
Residential Mortgage Banker
Ameris Bank
Cell: 843-364-8106
Email Tracey DeLong

Alan Donald
Residential Real Estate Specialist
Hummingbird Property Services, LLC
Cell: 843-864-3777
Email Alan Donald
www.buyhomesincharleston.com

Bryan Perrucci, CCIM, Realtor
Commercial Leasing, Sales, Investments
Southeastern Management Group
Office: 843-577-8598 x15
Cell: 843-343-1921
Email Bryan Perrucci
www.semgsc.com

David Vail
Vail Travel
Office: 843-873-0288
Email David Vail
www.vailtravel.cruiseholidays.com

Questions? Rick Durkee is an investment advisor and a fiduciary. Call (843) 735-5065 or click here to schedule a no obligation initial consultation.
 
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