Rick Durkee Email and Phone Number
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I'm Rick Durkee. I love guiding successful couples with a retirement income plan so they enjoy the fantastic retirement lifestyle they've worked so hard to achieve. Whether you're a Gen X or a Baby Boomer, it's never too early (or too late) to start.Did you know that less than 10% of couples have a 𝘸𝘳𝘪𝘵𝘵𝘦𝘯 retirement income plan? That's scary.Our clients at the Coastal Financial Planning Group love having a strategic plan 𝘪𝘯 𝘵𝘩𝘦𝘪𝘳 𝘩𝘢𝘯𝘥𝘴 that ensures the following:- 𝗜𝗻𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝘀𝘁𝗿𝗲𝗮𝗺𝘀. - 𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗶𝗻𝗴 𝘀𝗼𝗰𝗶𝗮𝗹 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀.- 𝗠𝗶𝗻𝗶𝗺𝗶𝘇𝗶𝗻𝗴 𝗶𝗻𝗰𝗼𝗺𝗲 𝘁𝗮𝘅𝗲𝘀.If you want to learn more about developing your personalized retirement income plan, let's have a relaxed conversation and see what's possible.Direct message me here on LinkedIn or schedule a chat at www.cfpgroup.biz/book-online. Everyone deserves to enjoy a fantastic retirement lifestyle! My team and I at the Coastal Financial Planning Group can help you to achieve that.
Coastal Financial Planning Group
View- Website:
- cfpgroup.biz
- Employees:
- 8
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Founder And CeoCoastal Financial Planning GroupCharleston, Sc, Us
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Founder/CeoCoastal Financial Planning Group May 2005 - PresentCharleston, Sc, Us• Chief Executive Officer• Sales & Marketing• Case Design• Practice Development PlanningThe Coastal Financial Planning Group is experienced in the field of financial wealth management as Rick and his team concentrate on wealth allocation and distribution strategies for its retirement income planning clients. They help their clients face retirement’s three biggest challenges: protecting their life savings, paying less in taxes, and passing on a financial legacy in the most efficient manner possible.
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Sales Management/AgentMetlife 2001 - 2005New York, Ny, Us -
Sales ManagementNew York Life Insurance Company 1999 - 2001New York, New York, Us -
Securities-Agent/Sales Management-Prudential Insurance Company Jan 1989 - Jan 1999
Rick Durkee Education Details
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University Of South Carolina Darla Moore School Of BusinessBusiness Administration/Marketing -
Life Underwriter Training CouncilLife Underwriter Training Council
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Convenant GroupElite Advisor Practice Development Program
Frequently Asked Questions about Rick Durkee
What company does Rick Durkee work for?
Rick Durkee works for Coastal Financial Planning Group
What is Rick Durkee's role at the current company?
Rick Durkee's current role is Founder and CEO.
What is Rick Durkee's email address?
Rick Durkee's email address is du****@****ink.net
What is Rick Durkee's direct phone number?
Rick Durkee's direct phone number is +128171*****
What schools did Rick Durkee attend?
Rick Durkee attended University Of South Carolina Darla Moore School Of Business, Life Underwriter Training Council, Convenant Group.
Who are Rick Durkee's colleagues?
Rick Durkee's colleagues are Liz Marr, Aaron Snider, Caroline Angella, Eric Thomson.
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