Reviews for Coastal Financial Planning Group

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Mar 2018
I can not believe no one has written a review for this great group of people. Each person goes out of his way to make financial planning a pleasant experience.If you're at the point of planning for your future, please contact them. My mom inherited some money at 88 years old and using the expertise of the folks at Coastal Financial was the best decision we could have made for her. My husband and I recently moved over to them as well. A plan can be arranged if you have a lot of money or not so much.Don't wait until you're ready to retire. Start now and that nest egg will grow!Thanks to Rick Durkee, Frank Hutto and staff.
Dec 2015
I attended one of their seminars at Ruth Chris Steak House. I was very surprised at how professional they were. They spent 1 hour or so explaining All the things that one needs to know about retirement planning. Very informative and I walked away with a better understanding of where my investments should go and what they should be in. I recommend this seminar to anyone in this stage of their life. Of course the dinner was fantastic. I expected nothing less of Ruth Chris. Frank G

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From Coastal Financial Planning Group

Specializing in Wealth Allocation & Distribution utilizing Tactical Wealth Management Solutions Designed for Your Peace of Mind. At Coastal Financial Planning Group we see it as our duty and obligation to our clients to help protect them and their financial future. At the Coastal Financial Planning Group we view it as our jobs as both Fiduciaries and advisors to advocate for our clients and provide them with the advice and expertise that will allow them to make the strongest financial decisions for themselves and their loved ones.