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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

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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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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Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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