Client Services

Personal wealth management involves offering a sufficient and appropriate range of financial planning services. As a client of Coromandel Wealth Management, you receive the following services:

Investment Services

Meet periodically to evaluate your investment performance, update your overall financial objectives and, if necessary, adjust your portfolio to meet your life needs.
Rebalance your investment allocations as required.
Recommend how to best position the funds within your employer-provided 401(k)/403(b) plans to complement your other assets.
Provide independent, objective advice.

Tax Planning

Annual review of your tax return to highlight opportunities for maximizing tax reduction.
Notify you of new laws that can affect your tax situation, and suggest appropriate responses.
Recommend tax reduction strategies, including specific tax-advantaged investments.

Retirement Income and Distribution Planning

Analyze your current and future income needs and distribution requirements.
Suggest how to best fund your income needs in order to meet your desired standard of living.
Advise you of the best distribution strategy for employer retirement plans and IRAs.
Review the beneficiaries of your IRAs to ensure that they are set up properly.
Provide guidance on how to correctly set up an Inherited IRA.

Family Wealth Planning

Analyze your current estate plan and estate funding strategies.
Provide no-cost consultations with your attorney.
Assist in transferring assets to your Living Trust or other trusts.
Provide guidance on appropriate steps in the event of the death of a spouse or parent.

Client Services and Communications

Monthly article on topics relevant to financial planning and retirement.
Periodic review of your investment allocations.
Reports on how to reduce your taxes, estate planning issues, and other relevant subjects.