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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.

Reviews annual enrollment dates and options for Medicare participants.

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Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Explains how future tax rules may impact deductibility of charitable donations.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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

This calculator can help you estimate your annual federal income tax liability.

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

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