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Meet the Team

Newsletter

Our Services

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.

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.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Offers tips to couples with opposite financial styles for finding balance.

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Explains benefits of employee-stock ownership plans for succession planning.

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Guides readers through estimating a realistic retirement savings target.

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

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

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

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

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