Tri*CU Credit Union

Petersen Hastings began with the belief that the interests of the client always come first. That is why we are an independent, fee only, fiduciary advisory firm. We created the Trusted Financial Path which is a systematic process that guides committed investors with complex financial situations, toward accomplishing their goals. We make it our goal to grow the overall financial health in the community. Who we help: We help families and individuals navigate all of their financial decisions, such as saving for retirement, investing for their future, purchasing a new home or car, children's education accounts etc. Corporate retirement plans Corporate retirement plans are the 2nd most important employee benefit behind medical insurance. With the decline of defined benefit pension plans, corporations are relying on defined contribution plans like the 401(k). This reliance places a great deal of importance on selecting the right retirement plan provider. Charitable Organizations We manage portfolios for corporations, foundations and endowments; offering reduced fiduciary risk to the Board of Directors responsible for overseeing portfolios. We also make donations to the organizations to help offset management fees and to support the mission of the organizations that use our services. Petersen Hastings created this unique and highly successful financial planning process to solve the complex needs of investors. The Trusted Financial Path Approach Steps: 1.The Compelling Conversation Complimentary, private consultation Consultative overview of your bigger future Outlines the Petersen Hastings advantages 2. The Essential Discovery Outlines a detailed picture of everything that's important to you Dives deep into all areas of Integrative Wealth Management Begins a detailed Financial Planning process to achieve you goals 3. The Evidence-Based Method We provide a side by side analysis of your current portfolio compared to a similar portfolio managed by Petersen Hastings We show you exactly how your current portfolio is invested, and how it might be improved We teach you about asset class investing, and the dimensions of return and risk We demonstrate how an Evidence-Based Portfolio can help you achieve your goals 4. The Strategic Solution This begins the Fiduciary relationship with Petersen Hastings