You've built the wealth. Now build the plan.
The five years before retirement can be some of the most important years of your financial life.
Our guide walks you through the financial and personal decisions worth considering before retirement, so you can move toward your next chapter with greater clarity and confidence.
Retirement is more than a number. It's a plan for the life you want to live.
The years leading up to retirement aren't simply about accumulating more wealth. They're about making thoughtful decisions around income, taxes, investments, healthcare, legacy, and the life you want to create next.
Income
Create a strategy for turning your wealth into reliable income.
Taxes
Understand how taxes can impact your retirement plan.
Healthcare
Plan for future healthcare costs and insurance needs.
Investments
Make sure your investments are aligned for what's next.
Life & Legacy
Define what matters most to you and your family.
The Transition
Prepare for a successful and fulfilling retirement.
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Real People. Real Guidance.
A team you can count on.
Our experienced and award-winning team is here to help you navigate the road ahead with clarity, care, and a plan that fits your life.
Petersen Hastings is a fee-only, independently registered investment advisor (RIA) headquartered in Kennewick, Washington, and Walla Walla, Washington, and serving families nationwide.
Our advisors hold many certifications and designations including Accredited Investment Fiduciary®, CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, and others.
A roadmap for the 5 years that can change everything.
Our guide walks you through the key considerations 5, 3, and 1 year before retirement, with actionable insights and thought-provoking questions to help you plan with purpose.