We have partnered with Petersen Hastings Wealth Advisors, an independent, fee-only, fiduciary advisory firm established locally in 1962. They have served our community for 62 years.

Petersen Hastings provides personalized financial futures to financially established individuals here in our local community and across the nation. They utilize their proprietary client discovery process to delve deeper into each situation and act solely in their clients’ best interests. They cultivate a team of exceptional advisors through a culture of shared success.

Whether you are saving for retirement, investing, purchasing a home or car, or planning for other life events, their highly experienced and credentialed team can assist you in identifying your financial priorities and achieving financial freedom so you can start spending your time where it matters most.

The team of highly experienced and credentialed advisors will be available on a complimentary basis to address basic investment or retirement inquiries on designated monthly days or by appointment. They can also provide assistance with basic inquiries via phone. Please contact them at (509) 735-0484 or www.petersenhastings.com. Make sure to inform them that you are a Tri-CU member with a financial inquiry or appointment request.

For more intricate retirement advice or services, engage with Petersen Hastings directly for fee-based services.

Investments managed by Petersen Hastings are not insured by the National Credit Union Administration (NCUA) or the Federal Deposit Insurance Corporation (FDIC) and may experience a decline in value. Petersen Hastings’ advice and outcomes are not guaranteed by Tri-CU Credit Union, and Tri-CU Credit Union assumes no liability.

For additional complimentary financial wellness resources, please visit www.mymoney.gov.