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.

Wealth Management

• Fee-based Financial Plans
• Portfolio Monitoring Service
• Investments and Products available include:
  • No-load Mutual Funds
  • Annuities (Variable, Fixed, and Equity Index)
  • Stocks
  • Bonds
  • 403(b) TSA’s
  • Traditional and Roth IRAs
  • 529 College Savings Plans
  • Educational IRAs
  • Index Funds or Exchange Traded Funds (ETFs)
  • Separately Managed Accounts

Insurance/Risk Management

• Insurance Review and Comparison of Rates
• Term Life Insurance
• Whole Life
• Return of Premium Life Insurance
• Permanent Life Insurance
• Long-Term Care Insurance

Retirement Planning

• 401(k), 403(b), or 457 plan rollovers into tax-advantaged investment vehicles
• Consultation on the proper distribution of retirement plan assets

Estate Planning (will provide referral to attorneys)

• Trusts
• Wills
• Charitable Giving
• Power of Attorney
• Irrevocable Life Insurance Trusts
• Tax Reduction Strategies

Business Planning

• Employer Sponsored Retirement Plans (401k, SEP, SIMPLE)