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A Personalized Touch

Our customized programs will help you feel confident in your financial goals.

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The Pegasus Experience

We are asked what separates Pegasus Financial Planning from every other financial firm. So we asked our clients what makes us different. We used what they said to create the video we call The Pegasus Experience where we highlight what what clients told us was important.

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Learn about The Pegasus Experience by watching our video. We highlight what's important and what we can control. Together, we work with you to define clear goals and to develop a map to guide you on your path.

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We Work for You

Creating the best place to work starts with offering world class employee benefits.  We help you create the best plan for your company.

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A Community of Advisors

Your practice starts with you but you are not alone, we support advisors and their clients.  Join our community of advisors.

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Advice You Trust

Your success is our success and we'll be with you every step of the way.  Start your planning process today by contacting us.

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The Support You Need

Our team of experienced financial advisors will work with you to delve deep into your financial history and future goals. From there, we'll create a few custom plans to get you started, and we'll guide you every step of the way.

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Retirement and Estate Planning

A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.

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Key Articles & News

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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The world of higher education is constantly evolving. Here are some key updates for 2026.

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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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

Will you be able to afford nursing home care?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Determine whether you should consider refinancing your mortgage.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck