Hours:

By Appointment Only

100 TradeCenter, Suite, 705

Woburn, MA 01801

ph: 781-968-5763

fax: 781-287-1260
e-mail: kristian.coffey@ceteraadvisors.com
Check the background of this financial professional on FINRA's BrokerCheck
16th November 2018

Hours:

By Appointment Only

100 TradeCenter, Suite, 705

Woburn, MA 01801

ph: 781-968-5763

fax: 781-287-1260
e-mail: kristian.coffey@ceteraadvisors.com

Services

We offer wide-ranging services that cater to the investment and financial needs of our clients. Our process of getting to know our clients is something that we take enormous pride in. We believe in giving our clients face-to-face meetings that come at no obligation or cost to them. These one-on-one meetings provide us with the opportunity to outline investment options focused on any particular client. Finally, we present the client with investment prospects that they can choose from but are not obligated to.

One of the core principles of Platinum Equity Investments, LLC. is forging a strong relationship with our clients. We achieve this by communicating clearly and frequently with our clients and being available in person whenever they need us. As the client’s partner in investment success, we believe in being there for them in every situation, be it a change in their finances or a change in an IRS rule, or a new investment idea that they can potentially benefit from. In short, we are there to demystify the world of finance and investments through constant human contact.

Our Services Include:

Retirement Plan Rollovers (401K, 403b, 457d, Pension Maximization):
We specialize in helping clients who have recently retired or have switched  employers and need to receive maximum investment benefits from their retirement rollovers or pensions. We understand that deciding how best to handle rollovers or pensions is a precious financial decision that the client gets to make only once. Keeping this in mind, we help find the options that offer optimum rewards.

Asset Management (Stocks, Bonds, ETFs, Mutual Funds, Annuities):
We design, create, and manage investment portfolios tailored to the client’s goals and risk-tolerance level.

Life Insurance and Estate Planning:
We are fully licensed to help clients incorporate life insurance into their estate plans. This service includes comparing insurance at different companies and coordinating with the client’s attorney on the insurance or investment part of the estate plan.

Long Term Care Planning
Risk Management strategies to plan and prepare for the high costs of Long Term Care.

Retirement Income Planning and Protection:
We help clients estimate the amount of income that will provide them with a comfortable retirement and allow them to live the lifestyle they are accustomed to. Under this service, we also offer asset management, offering advice that helps clients maximize income from their investments.

Roth IRA Conversions:
With new rules in 2010 that allow traditional IRAs to be converted to Roth IRAs, many have questions if they should take advantage of this change. We provide astute analysis on whether a client should take the leap.

Social Security Claiming Strategies
Comprehensive analysis of the different Social Security claiming strategies available to clients

Executive Compensation Strategies
Careful review and management of the various Stock Options, Restrictive Stock, and Supplemental Employee Retirement Plans granted to executives of corporations.

529 College Savings Plans

Traditional IRA’s, SEP IRA, Simple IRA

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