Max Petrie, Aif(R)

Max Petrie, Aif(R) Email and Phone Number

Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary @ KAF Wealth Management
Braintree, MA, US
Max Petrie, Aif(R)'s Location
Braintree, Massachusetts, United States, United States
About Max Petrie, Aif(R)

Many plan sponsors are so focused on healthcare costs that they are neglecting to emphasize a primary way of mitigating the increase in healthcare costs, otherwise know as their Retirement Plan. Effectively designing a retirement plan to solve for positive participant outcomes means plan sponsors can reduce healthcare costs associated with their employees needing to delay their retirement. Are your employees prepared for the retirement they envision? Do you have an Education Plan in place that allows for your employees to be "Retirement Ready"? KAF uses software programs including Trustbuilders/TRAK and Social Security Timing to help your employees identify their goals and then get them on track to help meet them.Do you have a corporate retirement plan that you are responsible for? Do you understand the Fiduciary Liability that comes along with that responsibility? Have you done everything you can to help protect yourself against that liability? KAF can help you minimize that liability!KAF is an independent financial planning firm located in Braintree, MA. KAF's Broker/Dealer is Lincoln Investment, Member FINRA/SIPC Among KAF's specialties are Retirement Plans, Widows & Divorcees and Insurance. KAF also specializes in Retirement Planning and utilizing managed accounts. Currently, KAF is the Advisor to 80 or so retirement plans, handling everything from employee education to assistance with plan design and implementing a process that corresponds to the appropriate fiduciary standards of care.Specialties: Client Management, Transaction completion, Operation. 401(k) Implementation & Design, Portfolio Design, Accredited Investement Fiduciary (AIF(R))Social Security services are not offered through, or supervised by, The Lincoln Investment Companies.Associate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com KAF Financial Advisors and the above firm are independent, non-affiliated.

Max Petrie, Aif(R)'s Current Company Details
KAF Wealth Management

Kaf Wealth Management

View
Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary
Braintree, MA, US
Employees:
9
Max Petrie, Aif(R) Work Experience Details
  • Kaf Wealth Management
    Retirement Plan Consultant And Relationship Manager, Accredited Investment Fiduciary
    Kaf Wealth Management
    Braintree, Ma, Us
  • Kaf Financial Advisors
    Retirement Plan Consultant/Relationship Manager, Accredited Investment Fiduciary
    Kaf Financial Advisors Mar 2002 - Present
    Braintree, Ma
    Provide Fiduciary Consulting Services to Plan Sponsors as well as act as "Retirement Coach" for plan participants. Develop and implement a prudent roadmap for reducing the Fiduciary Liability of Plan Sponsors while maintaining the best interests of plan participants.
  • Kaf Financial Advisors, Tom Hoffman
    Client Services Manager
    Kaf Financial Advisors, Tom Hoffman Mar 2002 - Present
    Braintree, Ma
    Provide Fiduciary Consulting Services to Plan SponsorsProcess all investment trades.Manage 80+ retirement plan relationships.Educate participants on Retirement Plan Fundamentals and Investment Principles.Oversee plan design and implementation.Oversee Retirement Plan compliance and testing.Manage Retirement Plan conversionsDesign new account proposals for retirement and non-retirement accountsConstruct investment portfolios for high net worth clientsResponsible for maintaining client relationships through excellent serviceResolve client issues for retirement plan and individual clientsImplement new technologiesDevelop Financial Wellness curriculums and programs with plan sponsors Implement the Financial Wellness strategies with plan participants
  • Fidelity Investments
    Online Services Specialist
    Fidelity Investments Jul 2000 - Mar 2002
    Provided customer service and troubleshot issues with NetBenefits website.Supported internal peers regarding NetBenefits website.Trained Retirement Specialists regarding usage and functions available through NetBenefits website.
  • Fidelity Investments
    Retirement Plan Specialist/Online Services Specialist
    Fidelity Investments Aug 1999 - Feb 2002
  • Fidelity Investments
    Retirement Specialist
    Fidelity Investments Aug 1999 - Jul 2000
    Series 6 and 63 LicensedProvided customer service to clients of 401k/403b retirement plans.Discussed investment options and goals of clients.Assisted in problem solving of customer related issues.Trained in various aspects of financial industry, thereby gaining the flexibility to fulfill numerous tasks in efficient manner.
  • G. Edwards & Sons, Inc
    Intern
    G. Edwards & Sons, Inc Jan 1999 - Apr 1999
    Utilized analytical abilities to build databases and assess stocks.Gained overview of financial planning industry through observation and hands-on experience.

Max Petrie, Aif(R) Skills

Retirement Planning Retirement Series 63 401k Asset Allocation Pensions Customer Retention Customer Service Problem Solving Series 6 403 B Retirement Plan Consulting Qualified Retirement Plans Fiduciary Services Long Term Customer Relationships Retirement Plan Design Financial Advisory Investments Mutual Funds Sales Wealth Management

Max Petrie, Aif(R) Education Details

Frequently Asked Questions about Max Petrie, Aif(R)

What company does Max Petrie, Aif(R) work for?

Max Petrie, Aif(R) works for Kaf Wealth Management

What is Max Petrie, Aif(R)'s role at the current company?

Max Petrie, Aif(R)'s current role is Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary.

What schools did Max Petrie, Aif(R) attend?

Max Petrie, Aif(R) attended University Of Pittsburgh Katz Graduate School Of Business, Union College, Hingham High School, Francis Ouimet.

What are some of Max Petrie, Aif(R)'s interests?

Max Petrie, Aif(R) has interest in Boston Sports, Retirement Plans, Children, Economic Empowerment, Environment, Education, Coaching Youth Sports, Hockey, Golf.

What skills is Max Petrie, Aif(R) known for?

Max Petrie, Aif(R) has skills like Retirement Planning, Retirement, Series 63, 401k, Asset Allocation, Pensions, Customer Retention, Customer Service, Problem Solving, Series 6, 403 B, Retirement Plan Consulting.

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