top of page

Meet the Team

Newsletter

Our Services

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.

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 benefits of employee-stock ownership plans for succession planning.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explores how investment strategy changes once retirement begins.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Determine whether you should consider refinancing your mortgage.

This calculator can help you determine whether you should consider converting to a Roth IRA.

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate the future value of your current savings.

bottom of page