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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.

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Determine whether you should consider refinancing your mortgage.

This calculator can help you determine how soon you can pay off your mortgage.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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