top of page
Stonehenge ancient stone monument
Stonehenge at sunset with sunburst through the ancient stones
Stonehenge at night with a full moon and stars
Stonehenge against a red sunrise

Meet the Team

Stonehenge bathed in golden light

Newsletter

Hands holding tablet with newsletter subscribe form

Our Services

financial-technology-concept-fintech-crypto-currency-electronic-money-picture-id1180543383

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.

Stonehenge at sunrise

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.

Offers practical holiday shopping tips to save time and money.

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

Explains using life insurance to make meaningful charitable donations.

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

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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

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

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

Will you be able to afford nursing home care?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

bottom of page