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Families and Individuals Financial Planning for Families and Individuals

Each Person and Family Has a Unique Story…
Over the years, financial situations change. We help families and individuals navigate all their financial decisions—saving for retirement, investing for the future, purchasing a new home or car, children’s education accounts, along with other situations for which you may want to invest.

the Trusted Financial Path
Petersen-Hastings-How-We-Help

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."

Financial Expertise for Businesses

Although we do not limit our clientele to specific niches or demographics, we have particular expertise in the areas below.

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