Company Description

Local fee-only advisory firm in Eastern Washington providing fiduciary investment management, retirement planning, financial planing, estate planning, tax planning, charitable giving, 401k rollovers for investors who have complex financial needs.

Products & Services

charitable giving ,   Our Team ,   SmartVestor ,   Client Portal ,   Your Invested Journey ,   Book your exploration session ,   I did not have the financial nest egg I needed ,   Building you the financial freedom to live it ,   Develop financial investing strategies and wealth management solutions ,   fiduciary investment management ,   Better your non-profit's impact ,   Retirement planning ,   Develop financial investing strategies ,   Discovering where you’re most invested ,   Solutions for your business ,   Estate Planning ,   Building financial freedom to live it ,   401k rollovers ,   Financial Insights & News ,   Eastern Washington and beyond ,   Wealth management solutions ,   They've taken care of us since day one and we highly recommend them to anyone that needs help with retirement planning... ,   They are focused on our best interests at all times ,   Fiduciary financial advisors ,   Many financial advisors focus only on the numbers without ever truly understanding your unique dreams, motivations, and potential ,   Many financial advisors focus only on the numbers ,   Since I became a client at Petersen Hastings, I sleep better at night ,   Contact ,   Empower your non-profit’s impact ,   Impact their lives beyond money ,   Discovering where you’re most invested in life ,   Why Choose Us ,   Tax planning ,   They truly are fiduciary ,   Financial Planning ,   Book exploration session ,   It’s hard when you’re all of a sudden a widow and you don’t know who to trust ,   I'll sleep just as well when I am retired... ,   Serving generations of Eastern Washington families ,   I worked but he was the breadwinner ,   Petersen Hastings has my best interest in mind ,   They are not trying to sell us something ,   I became a widow at age 41 ,   Don't have to worry about the stress of where we're at financially ,   Realize their financial dreams ,   Planning for you & yours