Coastal Financial Planning Group (CFPG) wins the BBB’s 2020 Torch Award Small Business of the Year
The Better Business Bureau exists to allow consumers to make informed decisions about working with companies they can trust. The prestigious Torch Award was created to recognize local businesses that exemplify the BBB's high standards of excellence in Trust and Ethics.
The Coastal Financial Planning Group (CFPG) is honored to be recognized as the Better Business Bureau's "2020 Torch Award Business of the Year winner in the Small Business Category."
The Coastal Financial Planning Group (CFPG) and its founder Rick Durkee, accepted the Better Business Bureau's 2020 Torch award for their participation in Ethical and Community Educational standards at an award recognition ceremony on January 13, at the Harbor Club in Charleston, SC.
Given the current COVID-19 environment, the CFPG created an online, virtual educational video series titled “Re-Think Retirement” and is offered to the state of South Carolina’s retirement community at no cost. Additionally, podcasts are produced weekly on "Navigating Retirement" & "Christian Business Values," discussing challenges that "retirement-minded" individuals and business owners face.
The CFPG has served South Carolina's retirement community for more than 20 years. All retirement plans created by the CFPG are individually developed under the International Standards Organization (ISO) 9001 and Certified Financial Planner (CFP) accredited standards.
The BBB Serving Central SC and Charleston presents the Business of the Year Torch Award each year to companies who exemplify ethical behavior and display integrity in all aspects of their operations.
The CFPG dedicates itself to these standards and assisting our clients (the retirement community) to "be the best at next" while addressing the risks, issues, & opportunities of what lies ahead in retirement… What's your next???
Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated. Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Insurance services offered by the Coastal Financial Planning Group.