RJ Account Login  

 Contact Us  

April 2016

PWFS Second Quarter 2016 Newsletter

Spring is here, as are Benjamin's first two baby teeth! 

  • Sandi discusses how our retirement projections can help you answer more than just, "Can I retire?"
  • Alex gives us an update on the markets.

Is College Still Worth the Cost? Be smart about Planning for College

KCUR ‘Up to Date’s - Smart Money’ Radio Broadcast featuring Sandi Weaver

It's widely acknowledged that college graduates earn more than non-graduates, but given the ever-increasing cost of higher education, is it still worth the investment? Up To Date's Smart Money Experts weigh in. Also, an update on recent financial headlines.

Listen Now

You’re retired, but what happens if …

Don't End up on Campbell's Soup!

Most of our clients use their retirement projections to answer the all-consuming question "Can I retire?" A lot of details and assumptions go into those laborious calculations. Yet as most of you have experienced, that's just the beginning. A retirement analysis answers far more than that. Here are some situations that might apply to you.

The Future of Retirement

KCUR ‘Central Standard’ Broadcast featuring Alex Petrovic

Listen Now


Petrovic Weaver Financial Services is an independent SEC Registered Investment Advisory firm​

The copyright and trademark of The Foundation Freedom Formula are not affiliated with Raymond James Financial Services, Inc. TM & © 2007. The Financial Coach, Inc. All rights reserved.

Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved