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Retiree

As financial planners, there is nothing we enjoy more than helping clients celebrate retirement – no matter how they plan to enjoy it. Guiding them through good financial decisions both before and after retirement allows our clients to concentrate on what is really important – living their lives to the fullest.

But because people are living much longer today, the real possibility of going 30 years without a paycheck takes careful planning and disciplined investing.

You need to feel confident that you have a realistic plan in place;  that you can cope with the financial consequences of any major health-related events; that you’ll have the income you need regardless of what the financial markets do; that you’ll be able to live in your home as long as you want; and that you’ll leave behind the legacy you had planned.

You need a financial planner who can help you determine what you’d like your transition to retirement to look like, what retirement can look like when you finally get there and what financial resources you will need to make the move to a calmer life, however you define it. We can help you determine your retirement needs, manage your income streams and determine how best to take distributions from your assets, well as other essential needs such as life insurance and long-term care insurance.

But remember, planning and managing your retirement isn't a one-time event. Your goals might change over time, and the financial markets are ever changing as well. That is why our retirement process updates your retirement plan every year, or as your life changes.

In all, we offer you a comprehensive array of services and the support and expertise of a seasoned staff that can help take the guesswork out of the process and help you focus on making your aspirations for retirement a reality.

We’re here to help you by providing:

  • Retirement planning based on your goals
  • Retirement income generation via asset investments, dividends and annuities
  • Ways to maximize Social Security and pension benefits
  • Asset consolidation and management
  • Investment guidance
  • Risk evaluation
  • Employer retirement plan investment guidance
  • Insurance reviews, including long-term care insurance

Dividends are not guaranteed and must be authorized by the company’s board of directors. 

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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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