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Meet the Team

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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.

Guides readers through estimating a realistic retirement savings target.

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Explains that landlord policies don't cover tenants' personal property.

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Provides tips for managing rising food prices through smart shopping.

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Explains special costs and financial implications of condo ownership.

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

How much would your monthly lease payment be?

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

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

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