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Meet the Team

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Newsletter

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Our Services

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Welcome to Stonehenge Retirement Planners

Today’s economic climate offers many new risks and challenges but also a host of opportunities. Holistic retirement planning requires thoughtful navigation through all these challenges while simultaneously capitalizing on the most fitting of opportunities.

As a team of dedicated and reliable advisors, we work with individuals, families, retirees, clients close to retirement, and those in their prime earning years.

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We value creating and maintaining deep, personal client relationships, which sets us apart from other larger firms. Stonehenge Retirement Planners personally meets with every client. Our goal is to better understand each client’s needs, concerns, family dynamics, and any current or future challenges.

At Stonehenge Retirement Planners, we strive to help create proactive and personalized service models to address your financial goals and objectives while delivering best-in-class service.

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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How Long Will It Take to Pay my Balance?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How much will it cost to pay off a loan over its lifetime?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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