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.
Coromandel Wealth Management • 15 Muzzey Street • Lexington, MA 02421 • (781) 728-9001 CWM © 2019
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