401(k)/403(b) Review Service


For most people, their 401(k) or 403(b) represents the single largest investment to carry them through their retirement years.  Typically, though, employers provide little guidance or resources to make sense of the available investment choices in a 401(k)/403(b) plan, and employees are left to their own initiatives to decide what constitutes an appropriate investment mix for them.

Coromandel Wealth Management offers a review service that will examine your current 401(k)/403(b) holdings, analyze them for diversification, review fees, assess projected performance, and then recommend a reconfigured retirement portfolio -- funds, allocations -- based on your risk profile, projected retirement time frame, and financial requirements.

You can download the brochure describing this service here:


CWM 401(k)/403(b) Review Service