WHAT PLANNING IS ABOUT – The act of planning itself IS progress. Without doubt, there will be obstacles that stand in our way. With a plan, we can address and overcome them. Listen as Rick Durkee discusses the important of planning and why the beginning of the year is a great time to start or review your old plan on Navigating Retirement.

2021 EP0116 - NAVIGATING RETIREMENT - PLANNING FOR THE YEAR AHEAD 2021

Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies.

As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions

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Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies. As Wealth Allocation & Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions

Since 2003, The Coastal Financial Planning Group has been helping seniors and soon-to-be retirees secure their financial future through sound financial planning and tactical wealth management strategies.

As Wealth Allocation &amp; Distribution specialists we help our clients create a financial decision making process that is designed to help them make stronger financial decisions

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2021 EP0116 - NAVIGATING RETIREMENT - PLANNING FOR THE YEAR AHEAD 2021

2021 EP0116 - NAVIGATING RETIREMENT - PLANNING FOR THE YEAR AHEAD 2021