General Services Fact Sheet

Our Areas of Expertise 8203 W. Quinault, Suite 101 | Kennewick, WA 99336 | 509.735.0484 | 800.441.4412 | www.petersenhastings.com Petersen Hastings is a fee-only, Registered Investment Advisory firm located in Kennewick, Washington. As a primary fiduciary, Petersen Hastings serves committed investors with complex financial needs. We aim to provide each and every client with a team experience through the The Trusted Financial Path ™ . Investment Management Retirement Planning Estate Planning Coordination Cash Flow Management Tax Planning & Analysis Philanthropic Planning Education Planning Risk Management Wealth Transfer Model Portfolios Investment Management Employee Education Plans Trustee Guidance & Reporting Fiduciary Liability Management Retirement Plan Design Consulting Demographic & Usage Reporting Individualized Employee Advice Our Areas of Expertise Endowments and Foundations Investment Management Board of Directors Education Cash Flow Management Institutional Experience Fiduciary Standard Trust Administration & Management Generational Wealth Transfer Planning Specialized Trusts IrrevocableTrusts Revocable Trusts Asset Protection Foundations F a m i l i e s a n d I n d i v i d u a l s P r i v a t e T r u s t S e r v i c e s C h a r it a b l e O r g a n i z a t i o n s C o r p o r a t e R e t i r e m e n t P l a n s

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Transcript of General Services Fact Sheet

Our Areas of Expertise

8203 W. Quinault, Suite 101 | Kennewick, WA 99336 | 509.735.0484 | 800.441.4412 | www.petersenhastings.com

Petersen Hastings is a fee-only, Registered Investment Advisory firm located in Kennewick, Washington. As a primary fiduciary, Petersen Hastings serves

committed investors with complex financial needs. We aim to provide each andevery client with a team experience through the The Trusted Financial Path™.

Investment ManagementRetirement Planning

Estate Planning CoordinationCash Flow ManagementTax Planning & AnalysisPhilanthropic Planning

Education PlanningRisk ManagementWealth Transfer

Model PortfoliosInvestment Management

Employee Education PlansTrustee Guidance & Reporting

Fiduciary Liability ManagementRetirement Plan Design ConsultingDemographic & Usage ReportingIndividualized Employee Advice

Our Areas of Expertise

Endowments and FoundationsInvestment Management

Board of Directors EducationCash Flow ManagementInstitutional Experience

Fiduciary Standard

Trust Administration & ManagementGenerational Wealth Transfer Planning

Specialized Trusts IrrevocableTrusts Revocable TrustsAsset Protection