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Blog

Financial Planning News – 529 Plans and Qualified Charitable Distributions – Alex III

Jan 21, 2016
On December 18 the Bipartisan Budget Act of 2015 was signed. Included in the legislation were a couple of minor, but...
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Fiduciaries and Sweaters? – Alex

Jan 21, 2016
--Suitability means selling you a sweater that fits. Fiduciary duty means it actually has to look good on you.-- Ever...
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2015 Tax Reporting Update

Jan 21, 2016
For those clients who transferred their accounts from Schwab to Raymond James in 2015, please be aware you will receive...
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PWFS First Quarter 2016 Newsletter

Jan 21, 2016
We have 3 good articles in this edition. Sandi reviews last year's markets and gives a preview of 2016. Alex writes...
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Despite Wall Street’s 2016 slide, don’t ‘head for the hills’ just yet

Jan 15, 2016
Categories
In the News
Has Wall Street got you scared, or just worried? In the first two weeks of the new year, according to various reports...
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Financial planning firms 'raise the bar' with merger, succession plans

Dec 29, 2015
Categories
In the News
Founded on Kansas City's Country Club Plaza in 2002, Petrovic Financial Services now has a new brand name for the firm...
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Year End Planning and Higher Interest Rates

Dec 20, 2015
Categories
In the News
KCUR Radio Broadcast featuring Sandi Weaver Listen Now
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First PWFS Newsletter! - November 2015

Nov 24, 2015
In this edition, you'll find an update regarding the merger of Financial Security Advisors and Petrovic Financial...
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Closing Two Social Security “Loopholes” in 2015 & 2016

Nov 24, 2015
The Bipartisan Budget Act of 2015, which went into effect November 2, is closing two important Social Security...
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3 Tips for a Successful Exit Strategy

Nov 1, 2015
Categories
In the News
Start by understanding what your ideal outcomes are. As a certified financial planner, Sandi Weaver is used to taking...
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Selecting a Financial Planner to Manage your Money

Oct 19, 2015
Categories
In the News
KCUR Radio Broadcast featuring Sandi Weaver & Alex Petrovic Experts say financial planning is often key to financial...
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Retiring is Hard Work

Sep 10, 2015
Categories
In the News
Our clients often receive notice that they're retiring. Sometimes a severance benefit is included. Sometimes decisions...
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 4200 Somerset Drive, Suite 217
Prairie Village, KS 66208

 913-385-5523

 [email protected]

Client Update:  Due to increased market volatility, the resulting client service effects, and various other circumstances related the COVID-19 pandemic, Petrovic Financial Solutions will be relying on regulatory relief providing extensions for filing Form ADV and for providing clients disclosure document notifications.  The firm expects to submit its Form ADV annual update filing on or before May 14, 2020 and expects to provide clients an offer for an updated copy on or before June 14, 2020.  Please contact the firm’s Compliance Department with any questions.

Petrovic Financial Services is an independent SEC Registered Investment Advisory firm.

Content on this site is for information purposes only and should not be considered investment, legal, tax or insurance advice. Materials presented are believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.

Petrovic Financial Services and its representatives do not provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.

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