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 60 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.
Creating Financial Peace of Mind Since 1962
Serving Eastern Washington and Beyond from Kennewick, WA & Walla Walla, WA.
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 PathTM, a systematic process that guides committed investors, who have complex financial situations, toward accomplishing their goals. Together, we will develop a tailored evidenced-based financial plan and be your advocate up to and throughout retirement.
Simplifying Your Complex Financial Needs
Who We Serve
Individuals & Families
- Saving for Retirement
- Investing in Your Future
- College Education
- Inheritance
- & More
Corporate Retirement Plans
- 401(k) and 403(b)
- Profit Sharing
- 457 Deferred Compensation
- Employee Stock Ownership
Charitable Organizations
- Corporations
- Foundations
- Endowments
Private Trust Services
- Living Trusts
- Charitable Trusts
- Irrevocable Trusts
- Asset Protection Trusts
Guiding Principles
Latest Insights
Find the guidance you need in an extensive library of financial perspectives and commentaries.
When Headlines Worry You, Bank on Investment Principles
On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank....
What to Look for to Improve Your 401(k) Plan in 2023
As a new year begins, there is often a lot going on through the minds of business owners. How do I reduce business expenses? How can I retain my employees?...
Video: SECURE Act 2.0: Understanding the Benefits for Retirees
We're back with the final installment of our SECURE Act 2.0 video series. In our final video, Blaine Carr, CPA, CFP®, AIF®, Senior Wealth Advisor, overviews a few of the...
Q4 Market Commentary