We want to help guide our members through retirement planning and complex investment needs; so we have partnered with Petersen Hastings Investment Management. They are an independent, fee-only, fiduciary advisory firm that was founded locally in 1962 and has serviced our community for the last 57 years. Their multi-generational team of experienced and credentialed professionals offer a systematic process to help families and individuals navigate all their financial decisions—saving for retirement, investing for the future, purchasing a new home or car, marriage, birth of a child, children’s education accounts, vacations, and much more.
As part of our partnership, they will be available on a complimentary basis on certain scheduled days each month or by appointment, to help answer basic questions pertaining to investments or retirement. They will also be available to help members with basic questions on a complimentary basis by phone. You can contact Petersen Hastings by calling 509-735-0484, or from their website: www.petersenhastings.com. When you call you can ask specifically for Donna or Josh. Please let them know you are a member of Tri-CU and had a financial question or wanted to set up an appointment.
Petersen Hastings will also offer a series of complimentary financial planning seminars exclusive to our Credit Union each year, but space will likely be limited to 20 people, so please RSVP. For the schedule of upcoming seminars, see our facebook events here.
For more complex or specific retirement advice or services would require that you hire Petersen Hastings directly for fee based services.
Disclaimer: Investments through Petersen Hastings are NOT NCUA/FDIC INSURED and may lose value. NO GUARANTEE: The advice given or results obtained from Petersen Hastings are in no way guaranteed by Tri-CU Credit Union, and no liability shall be accepted by Tri-CU Credit Union.
Other Financial Planning Resources
If you would like to browse other complimentary financial wellness resources, please visit www.mymoney.gov.