Who We Serve
INDIVIDUALS & FAMILIES
We help individuals and families navigate all their financial decisions—saving for retirement, investing for the future, purchasing a new home, children’s education accounts, along with other situations for which you may want to invest.
CORPORATE RETIREMENT PLANS
We've been helping employers navigate the changing retirement plan landscape for decades. Our team of credentialed professionals give you the edge you need to produce better outcomes for your valued participants while helping you avoid costly litigation.
CHARITABLE ORGANIZATIONS
We serve as trusted stewards for nonprofit and for-profit organizations such as foundations, endowments, religious organizations, charities, trade and professional associations, community groups and service organizations, schools and universities, and more.
PRIVATE TRUST SERVICES
Your family’s trust deserves the counsel of an objective professional with proven expertise. Petersen Hastings Private Trust integrates seamlessly with your existing relationship with us to provide you with professional guidance, technology, and administrative support.
Who We Are
Independent, Fee-Only Financial Planners
SERVING COMMITTED INVESTORS WITH COMPLEX FINANCIAL NEEDS FOR OVER 55 YEARS
Petersen Hastings began with the belief that the interests of the client always come first. We are an independent, fee-only, fiduciary advisory firm that created the Trusted Financial Path, a systematic process that guides committed investors, who have complex financial situations, toward accomplishing their goals.
Our Latest Insights
Find the guidance you need in an extensive library of financial perspectives and commentaries.
Bulls, Bears, and Long-Term Benefits of Stock Investing
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times. From 1926 through 2020, the S&P 500 Index...
Video: Happy 5/29 Day! 529 College Savings Plans: Things to Know
Happy 5/29 Day - a national event celebrating saving for college and the benefits of 529 college savings plans! This day serves as a great reminder that it’s both easy...
Video: Income Tax Payments: Are You Withholding Enough or Too Much in Income Taxes?
You have probably filed your 2020 income tax return by now. Did you owe or did you get a refund? Either is fine, but you might need to modify the...
Market Commentary: First Quarter