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Petersen Hastings
Petersen Hastings began with the belief that the interests of the client always come first. That is why we are an independent, fee only, fiduciary advisory firm. We created the Trusted Financial Path which is a systematic process that guides committed investors with complex financial situations, toward accomplishing their goals. We make it out goal to grow the overall financial health in the community. Who we help:families and individualsWe help families and individuals navigate all of their financial decisions, such as saving for retirement, investing for their future, purchasing a new home or car, children's education accounts etc.Corporate retirement plansCorporate retirement plans are the 2nd most important employee benefit behind medical insurance. With the decline of defined benefit pension plans, corporations are relying on defined contribution plans like the 401(k). This reliance places a great deal of importance on selecting the right retirement plan provider. Charitable OrganizationsWe manage portfolios for corporations, foundations and endowments; offering reduced fiduciary risk to the Board of Directors responsible for overseeing portfolios. We also make donations to the organizations to help offset management fees and to support the mission of the organizations that use our services.Petersen Hastings created this unique and highly successful financial planning process to solve the complex needs of investors.The Trusted Financial Path Approach Steps:1.The Compelling ConversationComplimentary, private consultationConsultative overview of your bigger futureOutlines the Petersen Hastings advantages2. The Essential DiscoveryOutlines a detailed picture of everything that's important to youDives deep into all areas of Integrative Wealth ManagementBegins a detailed Financial Planning process to achieve you goals3. The Evidence-Based MethodWe provide a side by side analysis of your current portfolio compared to a similar portfolio managed by Petersen HastingsWe show you exactly how your current portfolio is invested, and how it might be improvedWe teach you about asset class investing, and the dimensions of return and riskWe demonstrate how an Evidence-Based Portfolio can help you achieve your goals4. The Strategic SolutionThis begins the Fiduciary relationship with Petersen Hastings
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