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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.

Reviews the downgrade from Aaa to Aa1 and possible market effects.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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

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Compares control, maturity, and performance differences between individual bonds and bond funds.

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This calculator can help you determine how soon you can pay off your mortgage.

Will you be able to afford nursing home care?

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

How Long Will Your Funds Last?

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