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.
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.