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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.

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Shows how transfer-on-death designations help avoid probate costs.

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Describes financial burdens associated with end-of-life care and funerals.

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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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Compare the potential future value of tax-deferred investments to that of taxable investments.

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

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

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

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