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A Personalized Touch

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

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.

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

Newsletters

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Calculators

Life Insurance

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

Savings Accumulation

Estimate the future value of your current savings.

Disability Income Insurance

How much Disability Income Insurance do you need?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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