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Navigating Retirement – “When to Move Your Money”

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March 25, 2021
11:00 am - 12:00 pm
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Longevity is the financial risk multiplier. It increases the likelihood that you will be impacted by other risks. Longevity takes careful planning. Specifically, it takes a retirement plan, not just an investment or even a generic financial plan. At the Coastal Financial Planning Group, we help savers and investors better determine their outcome and make their goals, their reality.

Specifically, if you would like to learn how to retire, or want to learn how to pay less in taxes and keep more of your money, call now and request YOUR 3-STEP REVIEW. GET THE PLAN IN YOUR HANDS TO HELP YOU IMPROVE YOUR OUTLOOK IN 2021!

Coastal Financial Planning Group
78 Ashley Point Dr, Suite 201
Charleston, South Carolina 29407
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Rick Durkee
(843) 375-5065