Worried about a successful retirement? Coromandel 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
Coromandel Wealth Management • 15 Muzzey Street • Lexington, MA 02421 • (781) 728-9001 CWM © 2017 |
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