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The Story So Far
Petersen Hastings is
a fee-only, Registered Investment Advisory firm located
in Kennewick, Washington. We have created the
WorkOptional Experience™: a process that systematically
helps clients toward their bigger future. We specialize
in helping physicians, dentists, and owners of closely
held businesses in Eastern Washington. We provide each
and every client with an advisor experience they have
never had before. There are many reasons we are unique;
below are a few highlights.
The WorkOptional
Experience™
We are the creators of the WorkOptional
Experience™: a unique client process that systematically
helps each client achieve what is most important to
them.
Independent
We are an independent
advisory firm that makes our own decisions relating to
investments and financial planning. This independence
allows us to directly decide what is best for you and
not merely what is ‘suitable.’
Transparent
As
a fee-only advisor, our only source of compensation
comes from you, our clients. This ensures that your
interests are our interests as well.
Fiduciary
We are a fiduciary dedicated entirely to your interests.
Our leadership in this area enabled us to be one of the
first firms in the world to have our processes certified
by the Centre for Fiduciary Excellence (CEFEX).
Evidence-Based Investing
Evidence-Based Investing is
a concept which applies the strategies backed by some of
the most brilliant minds in finance, including Nobel
laureates. We use these strategies to reduce investment
risk, reduce investment cost, and enhance portfolio
returns.
World Class
We are recognized as one
of the top advisors in the nation by multiple sources
including Medical Economics, Bloomberg Wealth Manager,
and Financial Advisor Magazine.
Experienced and
Educated
Our seasoned professionals have been through
good and bad economic times. They have the experience to
communicate a clear path to your bigger future. Our
credentialed team consists of Certified Financial
Planner® practitioners, Certified Public Accountants,
and Certified Retirement Plan Consultant®.
Niche
Although we have clients in many stages of life and in
many different areas, we specialize in solving the
complexities experienced by physicians, dentists, and
owners of closely held businesses.
Retirement
Plan Solutions
We have significant experience
establishing and maintaining retirement plans that will
fit any company’s benefit program. Of course, we are a
fiduciary on the Plan and provide individualized
investment advice to the Plan’s participants.
Resources
Petersen Hastings is a member of the Zero
Alpha Group (ZAG). ZAG is comprised of a group of
businesses with the best minds in the investment
industry. Through this group we assist each other with
financial planning techniques, portfolios, and
additional management methods to enhance the client
experience. Through the collective bargaining power of
this group, we have access to investments and other
resources not available to most advisors. |
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