Financial Planning

Pettinga Financial Advisors - Financial Planning

We don’t believe in single solutions to meet the needs of hundreds of advisors. Instead, we’ve developed the Pettinga Model Portfolios, a series of investment allocation strategies built around your specific objectives.

Our comprehensive financial planning process

  • Goal Setting

    Defining your desired goals and how your money gets you there

  • Retirement Forecasting

    Running the numbers to help plan your best path to retirement

  • Risk Management

    Protecting your hard-earned assets for years to come

  • Tax & Estate Planning

    Discussing effective strategies to work towards attainment of your envisioned family legacy

Your Pettinga advisor will create a strategy with the ideal combination of investment allocations to provide the performance you need while maintaining your peace of mind.

Let's Get There Together

Start by scheduling a no-obligation conversation.

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