Devin MacKie

Description

Retirement Planning Department at Corinthian Wealth Management is focused on working with your business to find the right tools for your company. Dave Samuels, Devin MacKie and Shawn Mercer share a common commitment - giving business owners, executives and employees the resources to improve their quality of life. With decades of combined experience, their team can help simplify the development or management of your company retirement plan (401K, SIMPLE, or SEP). Corinthian Wealth Management is your one-stop shop for all your retirement plan needs. Their full suite of services includes reviewing plan design, cost efficient plans, fiduciary compliance consulting, investment advice, participant education and even attention to your personal accounts.

We collect non-public customer data in checklists, forms, in written notations, and in documentation provided to us by our customers for evaluation, registration, licensing or related consulting services. We also create internal lists of such data. During regular business hours access to customer records is monitored so that only those with approval may access the files. During hours in which the company is not in operation, the customer records will be locked. No individual who is not so authorized shall obtain or seek to obtain personal and financial customer information. No individual with authorization to access personal and financial customer information shall share that information in any manner without the specific consent of a firm principal. Failure to observe [Firm Name] procedures regarding customer and consumer privacy will result in discipline and may lead to termination.

As business owners, we are very aware of business cycles and the challenges that business owners face. Business owners have a unique situation because in many cases the business you build is your retirement plan and you re-invest in your business so that it will take care of you down the road. Many of the same concepts for personal planning overlap with business planning. Each one of the areas below is what Corinthian Wealth Management, LLC sees as an integral part of a cohesive plan to protect yourself and your employees to create an entity that can meet your expectations, whether it be to sell or pass on to the next generation. Our expert advice and the hard work of our strategic partners allow us to provide the services needed to cover all of your business planning needs.

Each one of the areas below represents what Corinthian Wealth Management, LLC sees as an integral part of a cohesive plan. Each one will be emphasized more than another at different times in your life. Our job is to make sure that through your lifetime we look at each one to make sure that we proactively plan to meet the needs as they arise. Our expert advice and the hard work of our strategic partners allow us to provide the services needed to cover all of your personal planning needs.

Many people are finding that their advisor is not providing them with a high level of service. If this is your experience, consider the value of a second opinion. Regardless of which direction you decide to go, the coffee is on us.

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