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.

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.

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

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

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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

Outlines steps toward handling financial setbacks and emerging stronger.

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

How Long Will Your Funds Last?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How much life insurance would you need to produce a sufficient income stream for your family?

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

bottom of page