While most people see their finances as a work in progress, our clients in particular come to us in complex, evolving circumstances. You want to be sure your finances can withstand and support your dynamic needs. Let us leverage our expertise and advanced techniques to create a unique strategy that is personal to your goals and makes sense to you.
We do this by offering. We're Patti Peterson and Stuart Petty-a multigenerational duo collaborating and combining our strengths to best serve you as a team. By looking at every area of your finances, we create a plan for your money in which every element works in tandem towards your goals.
We do this by offering. We're Patti Peterson and Stuart Petty-a multigenerational duo collaborating and combining our strengths to best serve you as a team. By looking at every area of your finances, we create a plan for your money in which every element works in tandem towards your goals.
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We like to think of our work as both an art and a science. Like most things, successful financial planning is about balance. It requires an understanding of who you are-your desires, values and life goals-coupled with strong technical analysis of your situation and options. At Desert Crest, we believe this balance is best achieved by collaborating as a team for every single client.
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Before we begin a relationship together, we always like to have a complimentary conversation to learn more about what you're looking for, share more about how we work, and see if we're a fit. In our first phase together, we'll learn about your goals, responsibilities and circumstances. After establishing your objectives, we'll conduct a thorough analysis and develop a detailed plan for you.
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During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these 4 tips in mind throughout the year. If your child has special needs, planning sooner rather than later is going to reduce the number of headaches and obstacles you experience along the way.
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We specialize in partnering with women who are in a pivotal life moment. Whether you're going through divorce, you have recently lost your spouse, or experiencing any other shift, we help you move ahead into your life's next steps. You're up against a unique set of challenges, among them being the complex landscape of federal and state benefits.
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