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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.

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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.

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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.

Describes retirement plan options that help self-employed workers save on taxes.

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Explains using life insurance to make meaningful charitable donations.

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Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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

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

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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