What Sets Us Apart
It is no secret Petersen Hastings is well known as a top financial planning
and wealth management firm. However, we realize our service is not right for
everyone! As a result, we have found it helpful to list some of the things about
Petersen Hastings that our clients have said make them satisfied and happy.
Peace of Mind Our clients don't want to be on the "bleeding edge" owning
possible high-return investments (with this comes high risk); they want to sleep
at night. Our clients do not want to be involved in the frantic activity
associated with short-term trading or in the gambling element that can be
injected into investing. We provide sound, low-cost investments using the same
investment strategies as large institutions such as pension funds and major
charitable organizations.
Individualized Attention Our clients want to work with someone who takes
their individual circumstances into account when giving them advice. Petersen
Hastings takes the time to develop an overall view of each client's unique
financial situation. We are a small firm using a team approach to get to know
each client personally.
Investment Expertise We are full-time professionals with specialized
education and years of experience in investing and solving various financial
issues. Our clients know you cannot develop adequate investment skills from
reading consumer finance magazines on the weekends, browsing the Internet, or
watching CNBC.
Objective Advice We always provide 100% objective advice, not sales talk.
Most who offer financial and investment advice are product salespersons of one
kind or another. The only thing we "sell" is our expertise and experience.
Fee-only Compensation We avoid all conflicts of interest because our firm
is compensated solely by our clients. We do not accept commissions from the sale
of investment or insurance products; rather, we receive fee-only compensation.
This means we truly serve as a financial fiduciary for our clients, acting as
their advocate in addressing their financial goals and concerns.
To learn more about the services we provide, please click on the following links, Investment Services, Financial Planning, and Corporate Retirement Plans.
