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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.

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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

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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.  

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