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Worried about a successful retirement?  Coroma
ndel Wealth Management helps our clients address the retirement planning issues -- both before and during retirement -- that most concern them, including:
  • Retirement income planning
  • Investment allocations
  • Planning for the unexpected
  • Estate planning issues and strategies
  • Tax reduction strategies
  • Social Security and Medicare optimization
  • Charitable gifting and income options
  • Education financing
    

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                                      Coromandel Wealth Management    15 Muzzey Street    Lexington, MA  02421    (781) 728-9001               CWM © 2017