Client Stories: Accumulator Family

Each client is unique; they all have their own story that reflects where they are in life and how we can help them reach their financial goals. This example illustrates our belief in the importance of taking a comprehensive view of your financial situation and identifying tailored solutions that are fully integrated with all aspects of your specific financial planning and investment needs.

(Note: filming of these interactions took place prior to the COVID-19 pandemic.)

How We Helped This Client

Personal Net Worth Statement

Creating a personal net worth statement that provides the couple with a snapshot of their whole financial picture.

Comprehensive Financial Planning

Advanced planning and professional advice to assess financial goals and long-term needs such as; goal setting, college savings, budgeting, and saving for their desired retirement age.

College Education Planning

Opening a 529 Plan for their child and created a flexible contribution method that aligns with their financial plan and budget.

Strategic Investment Guidance

Utilizing our academic investment philosophy and global diversification to optimize their overall portfolio strategy based on their financial goals.

Due Diligence

Reviewing alternative investments, insurance ideas, and other financial strategies pitched to the couple by family, friends and/or previous advisors.

Simplified Process & Clarity

Translating the couple’s complex financial matters into simplified solutions which allows them to focus their time and energy on what is most important to them.

What are your challenges?

Schedule a free consultation with one of our experienced wealth advisors.

1Client stories are shared for illustrative purposes only and are not intended to imply an all-inclusive inventory of: 1) recommendations made by Petersen Hastings to its clients; nor 2) success stories facilitated by Petersen Hastings. Rather, the examples represent samples we believe will assist a prospective client in making an informed decision. Further, not all clients will necessarily receive the same advice or level of service as those outlined, as Petersen Hastings provides customized services based upon the nature of each client’s needs.

2As an SEC regulated advisor, we are not allowed to share direct client testimonials with you, but we have assembled a few examples to give you a feel for the types of expertise we apply for our clients.