Investing for the Future
We help you sort through the noise to ensure a clear focus on what you would like to achieve, and we are there for you every step of the way to make sure you are making solid decisions toward your financial goals.
Marriage
Birth of a child
New home
New car
College Education
Retirement
Divorce
Inheritance
Moving
Vacation
Career
Passing of a Loved One
"It is our goal to add value to everyone that we talk with, beginning with the first conversation."
Our Expertise
Although we do not limit our clientele to specific niches or demographics, we have particular expertise in the areas below.
BUSINESS OWNERS
- We have experience as business owners to help business owners.
- We help you with diversification, succession planning, asset protection, employee 401(k) plan, and tax reduction.
EXECUTIVES
- We have certified financial planning experts here to decrease any chance of missteps or missed opportunities early that may significantly compromise your financial success in the years to come.
- Whether you're on an upward trajectory at a private firm or a public company, you face unique wealth management challenges at this phase of your career.
PROFESSIONAL SERVICES
- We serve professional service industry employees ranging from lawyers to architects.
AGRICULTURE
- We serve farmers across Central and Eastern Washington.
- We will help you diversify your assets from the farming operation, navigate through business succession decisions, and reduce taxes.
OIL / PETROLEUM
- We serve petroleum markets and convenience store owners across the Northwest.
- We help you with business succession planning, corporate asset diversification, employee benefits, and tax reduction.
HANFORD AREA
- We are familiar with all the benefit packages available to Hanford area employees.
- We will help you navigate defined benefit pension plan payout options in coordination with 401(k) and Social Security benefits.
PHYSICIANS / DENTISTS
- With a large number of physician and dentist clients, we have particular expertise in helping those who heal others.
- We have expertise in helping medical professionals manage their debt, maximize savings strategies, reduce or transfer risk, and reduce taxes. Petersen Hastings has been recognized as one of the “Best Financial Advisors for Doctors” in the nation by Medical Economics.
PUBLIC EMPLOYEES
- We serve teachers, firefighters, police officers, and city, county, and state employees that serve us.
- We are familiar with PERS, SERS, TRS, JRS, and LEOFF, along with the deferred compensation arrangements and other benefits provided to public employees.
RETIREES
- Retirees have already achieved financial independence. We help you preserve and protect your wealth.
- Once the decision has been made to stop directly earning an income from work, we help you make sure your money lasts through the duration of your retirement years.