The Trusted Financial Path

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Helping Build and Preserve Wealth by integrating financial planning and investment managment Fiduciary-Centered Advice the TRUSTED FINANCIAL PATH

Transcript of The Trusted Financial Path

Helping Build and Preserve Wealthby integrating

financial planning andinvestment managment

Fiduciary-Centered Advice

the TRUSTEDFINANCIAL

PATH

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

Fiduciary-Centered Advice

Discover the Difference

Contact us today to schedule the Compelling Conversation

a complimentary, private consultation

For over 30 years, Petersen Hastings has helped com-mitted investors with complex financial needs. Most people want a personal financial plan that will guide them toward a bigger future. We can help you get there. We build the plan, align the investments, and make adjustments along the way as goals are accom-plished or changed. Our Trusted Financial PathTM is a proactive process that tracks, evaluates, and enhanc-es your plan, so that your dreams become a reality.

A step by step process that helps you achieve your life goals.