"Financial Check-up"

"Financial Checkup"

If you are not currently a client of Coromandel Wealth Management, we offer a low-cost financial check-up to prospective clients. It consists of two meetings: one to discuss your financial situation and for you to provide the necessary documentation, and the second to review our assessment and recommendations.

The areas reviewed in these check-ups consist of the following:

Tax reduction strategies
Insurance coverage review
Estate planning assessment
Investment portfolio analysis
Retirement planning review

If you are interested in having us perform a check-up for you, please contact us at info@coromandelwm.com or call us at the number below.