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Pavlovic Wealth Management Joins the Growing Shift to Independence for Financial Advisor Firms
Chicago Financial Wealth Advisor Service Options Expand With New Independent Provider in the Market
Chicago, Illinois –
Pavlovic Wealth Management is pleased to announce that they have an independent financial planning services firm on Chicago’s Northwest side. Steve Pavlovic is a financial planner with a 20-year career, and will manage the practice which has joined the growing shift to independence. Pavlovic Wealth Management fills a gap in the marketplace with its philosophy of partnering with clients for their retirement and lifestyle needs, providing custom investment options while educating clients so they feel comfortable with their investment choices.
Steve Pavlovic, who first registered as a representative in 2007 with J.P. Morgan and has a history of managing millions in client assets, before leaving to start his independent firm. Steve is an experienced advisor, and like others is choosing to leave the junior customer service-like approach in brokerage branches. This change is becoming familiar in the marketplace as firms in the industry face a problem of developing a next-generation of investors, typically with pre-packaged investment products.
“Being able to offer clients with an investment approach that is tailored, and not prepackaged, will be the future of wealth management. From a planning perspective, what has been missing in the industry is a personal approach along with more features in our financial planning technology.””
“I had been considering a move for several years,” Steve Pavlovic said, manager of the practice Pavlovic Wealth Management. “Being able to offer clients with an investment approach that is tailored, and not prepackaged, will be the future of wealth management. From a planning perspective, what has been missing in the industry is a personal approach along with more features in our financial planning technology,” he said. “Clients want someone who is not constrained to a formula and who can work with flexibility on their behalf. We can do a deeper planning review, take into account client perspective and risk tolerance, for executives and business owners.”
Pavlovic Wealth Management offers a menu of investment choices specialized for a retirement strategy. They help build personalized strategies that work to preserve client wealth. Personal investment plans include options like converting assets to get cash flow, Social Security choices, how social security benefits play a role in retirement, health care after retirement and out of pocket costs, and making a plan for wealth distribution and other retirement options.
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About Pavlovic Wealth Management //
Pavlovic Wealth Management is a Chicago area, independent financial planning and wealth management firm. The firm provides individuals, families, and business owners access to a full suite of financial, advisory and investment services to help keep making plans through life’s changes. Our investment approach combines the vision you have for your future with our experience for a comprehensive wealth management strategy.
For additional information about Pavlovic Wealth Management, learn more at financialfreedomsp.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through V Wealth Advisors, LLC a registered investment advisor. V Wealth Advisors, LLC and Pavlovic Wealth Management are separate entities from LPL Financial.
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