Value Proposition

At Pettinga Financial, you get objective financial advice to create, develop and preserve your personal wealth. You can count on us to:

  • Earn your trust through personal integrity, confidentiality, and attention to detail.
  • Provide an understanding of your personal and financial situation, along with direction to resolve conflicting goals and objectives.
  • Manage your investments in concert with your goals, objectives and risk tolerance.
  • Prepare accurate and timely financial reports designed to minimize your tax burden and improve your long-term financial well-being.
  • Provide retirement-planning advice to help you achieve the lifestyle you envision.
  • Provide creative estate-planning solutions with the objective of maximizing your family wealth transfers and minimize your probate expenses, estate taxes, and duration of settlement.
  • Respond to your questions immediately (within 24 hours).
  • Maintain confidentiality and to follow a program designed to comply with all applicable regulations.
  • Embrace our profession’s codes and standards of conduct.