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Worried about having a successful retirement? With our comprehensive range of financial planning services, Coromandel Wealth Management helps our clients address the retirement planning issues -- both both before and during retirement -- that most concern them, including:
Retirement income planning
Client-appropriate investment allocations
Tax reduction strategies
Medical expense planning
Estate planning issues and strategies
Insurance coverage reviews
Social Security and Medicare optimization
Charitable gifting and income options
We are licensed fiduciaries, meaning that we must always put our clients' interests first.
Coromandel Wealth Management • 15 Muzzey Street • Lexington, MA 02421 • (781) 728-9001 CWM © 2014