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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.

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.

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.

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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