We've been managing the financial lives of individuals and families for many years. Our firm covers the broad spectrum of investment management, retirement planning, tax strategies and estate planning. Our goal is to help grow your wealth and peace of mind. We currently have a staff of seven - larger than most firms, yet small enough to give you very personalized advice and service.
Below are eight videos created to explain our services, investment philosophy, fees and more. We have also included some general information to help educate our visitors about the financial industry. Meet our team to learn about our credentials, what fee-only and fiduciary means to us, who we serve and reasons why folks choose to work with us.
Below are eight videos created to explain our services, investment philosophy, fees and more. We have also included some general information to help educate our visitors about the financial industry. Meet our team to learn about our credentials, what fee-only and fiduciary means to us, who we serve and reasons why folks choose to work with us.
Services
Alex Petrovic CFP is a greater Kansas City area Fee Only financial planner, located in Prairie Village, KS. The Petrovic Financial Services team includes 3 Certified Financial Planner professionals and provides comprehensive financial planning, tax strategies, retirement planning and investment management to help clients in all financial situations.
We have been managing the wealth of individuals, families and executives for many years, not only those who call Kansas City home, but clients from across the country who have benefited from our reputation for integrity, service and expertise.
Whether you work for a large corporation, own a small business, or are retired now and reaping the rewards of a fulfilling and successful career, we offer the experience and expertise to provide financial guidance for successfully navigating the journey and milestones of life.And speaking of the journey of life, we work with clients to help manage their financial resources through every situation that life brings, both planned and unplanned.
Whether you work for a large corporation, own a small business, or are retired now and reaping the rewards of a fulfilling and successful career, we offer the experience and expertise to provide financial guidance for successfully navigating the journey and milestones of life.And speaking of the journey of life, we work with clients to help manage their financial resources through every situation that life brings, both planned and unplanned.
Our clients enjoy coming in on a regular basis to review their financial situation and share their life stories. New clients come to know they are not an account number to us. Rather, they are an integral part of our family of clients. Our focus is on listening, understanding and caring about our clients' concerns.
Fiduciary: \fi-d-sh-er-\ noun, adj: A fiduciary prudently takes care of money or other assets for another person. A fiduciary who manages other people's money, must act in their client's best interests, rather than serving their own interests. Reliable, conflict-free advice is what you usually want when you hire a skilled pro to help build and manage your financial portfolio.
Don't have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning. Most people think all financial planners are "certified, " but this isn't true. Anyone can call himself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP certification marks, which represent a high level of competency, ethics and professionalism.
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