Client stories illustrated with you in mind.
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. These example illustrate 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.
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.