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Corporate Executive

Through experience, we not only understand the unique financial needs of corporate leaders, but also the special lifestyle concerns of those whose lives are often unequally divided between family and business.

While understanding complex financial concepts is not an issue, taking the necessary time to handle your own finances may well be. Our goal is to help you create efficiencies in your financial planning to enable you to better leverage your time and simplify your life.

When it comes to matters of executive compensation, we have considerable expertise and will use it to help you take proper advantage of benefits such as cafeteria plans, stock option plans, restricted stock, concentrated positions, deferred compensation and rabbi trust plans to maximize your opportunities.

Working together with you, we will help you organize and simplify your finances, manage the risks to you and your family by helping you with your corporate benefits, estate planning and insurance needs, and plan for your retirement. Our financial planning process will ensure that we annually review your life and financial situation, including your retirement plan, to verify our recommendations are still current.

We’re here to help you by providing:

  • Investment guidance
  • Risk evaluation
  • Asset consolidation and management
  • Retirement planning based on your goals
  • Employer retirement plan investment guidance
  • Corporate benefits planning
  • Stock option & restricted stock planning
  • Deferred compensation analysis
  • Disability and life insurance planning
  • College planning/529 plans

 

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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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