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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.

Encourages proactive dialogue to ensure financial well-being of aging parents.

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

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Explains importance of rare-earth minerals and their role in technology and security.

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Explains special costs and financial implications of condo ownership.

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

How Long Will It Take to Pay my Balance?

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

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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