Client Stories: Retiring Individual

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

Income Transition

Helping the client understand the mechanics of transitioning from employment cash flow to receiving regular cash flows from other sources including their portfolio, social security, pensions, etc.

Budgeting Plan

Determining monthly to annual spending ranges based on lifestyle needs and desires to gift, as well as creating a plan for paying taxes and any unforeseen expenses.

Portfolio Consolidation

Creating a portfolio that combines all other accounts to be better aligned with client's specific risk profile and return expectations.

Educational Financing

Evaluating different options for assisting with educational expenses for the client's grandchildren.

Insurance Review

Evaluating current insurance portfolio of health care, long-term care and property & casualty to determine if coverages are adequate and recommend changes if necessary.

Data Compilation

Creating an inventory of all the client's financial data to ensure all information is documented and accessible to family members should an emergency occur.

How can we help write your story?

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.