We serve the entire Kansas City Metropolitan area

Whether you work for a large corporation, own a small business, or need help with retirement planning, we offer the experience and expertise to provide financial guidance for successfully navigating the journey and milestones of life.

Fee Only Financial Planner

Schedule your Complimentary Consultation with Alex Petrovic, CFP® or Bryson Slater, CFP®


We will create a custom, all-inclusive financial plan based on your financial situation and personal goals.

 It is an opportunity for you to:

  • Ask questions to a Certified Financial Planner™ professional
  • Talk informally about your dreams, goals and financial needs
  • Get to know Alex or Bryson

After your initial consultation, you should have a good idea of:

  • What you are doing well 
  • What financial areas need attention 
  • How we can help you if you hire us

Some of the topics we will discuss:

  • Investment review and risk assessment
  • Retirement readiness
  • Tax return review, including where to save and withdraw to reduce taxes

Free In-Person or Virtual Consultation with Alex Petrovic or Bryson Slater

 

 

Alex Petrovic III is the president and owner of Petrovic Financial Services. He is a Certified Financial Planner™ professional with 18 years of experience and is a third-generation financial advisor. Our team members have different prior work experiences – with insurance companies, employee benefit companies, mutual fund companies, customer service and financial advisory firms. Combined, we have over 100 years of industry related business experience

 

About us PDF

 360° Financial Consultation PDF