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.