Stonehenge Advisor Group LLC

Stonehenge Advisor Group LLC

1 employee
19 years in business

About this pro

What I was looking for when I founded Stonehenge Advisor Group LLC, was to have the ability to recommend to my client any type of product or investment that best fits their situation without a hidden agenda from an outside group. I am not just here to make a quick dollar I am committed to excellence I care about my clients. The financial planning philosophy at Stonehenge Advisor Group LLC is really geared around this understanding that the process of planning for retirement can be overwhelming for a lot of people. It's very complex and we try very hard to deliver the information to our clients in a way that is easy to understand. Once we understand the client’s goals and objectives then we go to work to deliver a plan that helps them achieve their goals.

Financial planning is a process that accomplishes ascertaining the client’s financial goals and objectives and then it is my job to develop a plan for achieving the client’s goals and objectives. I always tell my clients when we first meet that this isn’t a race it is a process.

At Stonehenge Advisor Group LLC, I use a team model approach, we can work with your CPA, Estate Planning or Elder Law Attorney or we can refer them to one of our trusted professionals. We help our clients with everything that is Retirement, such as assisting you with choosing the right Medicare Plan, optimizing social security benefits, analyzing your retirement risks, developing and income plan, legacy planning, and charitable giving. You only get to retire once and for most of us the process can be very overwhelming, we help our clients navigate through that process. Knowing that they are not alone is very reassuring to our clients, we let them know that we are always available to them. It has never been about how much they have to invest it’s all about doing the right thing and doing what's in the best interest of the client.

In short, it’s about earning your trust. To us, it doesn't matter if you're looking for help with retirement planning or you’re just starting out with your life's journey we are passionate about what we do.

I enjoy taking a holistic approach with my clients and building sustainable retirement outcomes

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Trappe, PA 19426
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