We receive no compensation for recommending specific securities or products, we do what is best for our clients. As a registered Investment Advisor Representative, we have a legal fiduciary requirement to act in our clients' best interests. We believe that it is important to educate our clients about factors crucial to reaching their financial goals.
We are always available for our clients to answer questions, address concerns, and provide guidance relating to their personal financial planning needs. Most of all, we believe that, in return for our clients placing their trust in us, we must constantly strive to ensure that we exceed our clients' expectations in the level of service that they receive from us.
We are always available for our clients to answer questions, address concerns, and provide guidance relating to their personal financial planning needs. Most of all, we believe that, in return for our clients placing their trust in us, we must constantly strive to ensure that we exceed our clients' expectations in the level of service that they receive from us.
Services
Client Services
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Personal wealth management involves offering a sufficient and appropriate range of financial planning services. Meet periodically to evaluate your investment performance, update your overall financial objectives and, if necessary, adjust your portfolio to meet your life needs. Recommend how to best position the funds within your employer-provided 401(k)/403(b) plans to complement your other assets.
Fee-only" vs. "Fee-based
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A key question that you should always ask your advisor is how he or she is being compensated, and how much. Fee-only -- Advisor is compensated solely by the client, through either asset management fees, hourly fees, fixed price financial planning fees, or a combination of these. Fee-based -- Advisor is compensated by a combination of fees and commissions on products sold to clients.
Financial Check-up
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If you are not currently a client of Coromandel Wealth Management, we offer a low-cost financial check-up to prospective clients. It consists of two meetings: one to discuss your financial situation and for you to provide the necessary documentation, and the second to review our assessment and recommendations.
Medicare resources
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Choosing among the various options available for Medicare can be daunting. Fortunately, there are a number of resources available on the Internet to help you with this task. In addition to explanations of the various parts of Medicare, it includes a "Plan Finder" tool for locating Medicare Advantage (Part C), prescription drug (Part D), and Medigap plans in your area.
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