Videos Financial Planning Video Resources

We’ve pulled together a few videos to provide you with quick overviews of our financial planning philosophy, investment strategy, technology platforms, and our team.

Hypothetical Client Stories: Retiring Individual
Petersen Hastings Retirement Commercial: Winery
Hypothetical Client Stories: Accumulator Family
Petersen Hastings Retirement Commercial: Hiking
Hypothetical Client Stories: Retiring Executive
Petersen Hastings Retirement Commercial: Golfing
Petersen Hastings Unique Questions
Accredited Investment Fiduciary
A Unique Approach to Wealth Management
Evidence-Based Investing
Defining Zero Alpha Group
the Trusted Financial Path™

Financial Education

529 College Savings Plans: What is it? How do taxes work?
529 College Savings Plans: What if my child doesn't need the $ I save? What are the types of plans?
529 College Savings Plans: How many 529 Plans are there? Where can I find more information?
529 College Savings Plans: Does my child have to attend a specific school? Do you recommend a plan?
Saving for Retirement: Why should I have a budget? What does it mean to pay yourself first?
Saving for Retirement: Difference between 401(k) & 403(b)? When should I start contributing?
Saving for Retirement: What are the two ways to put money into your 401(k)?
Saving for Retirement: How much am I going to need in retirement?
Saving for Retirement: How much will I need to retire?

Meet Our Team

Who Is Petersen Hastings?
Scott Sarber, CFP®, AIF® Senior Wealth Advisor | CEO
John Keyes Wealth Advisor | Walla Walla Office
Matthew Neff, CRPC®, AIF® Senior Wealth Advisor | Chief Operating Officer
Blaine Carr, CFP®, AIF® Senior Wealth Advisor | Chief Financial Officer
Josh Chittenden, CFP®, AIF® Wealth Advisor
Matthew Petersen, CTFA, AIF® Wealth Advisor | Trust Services Representative
Donna Yakawich, CPA, AIF® Wealth Advisor
Jeff Petersen, CFP®, AIF® Senior Wealth Advisor
Navigator Client Portal Desktop Login Tutorial
Navigator Client Portal iOS Mobile App Login Tutorial