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.
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.
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.
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.
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.
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.
Key Articles & News
From Fear To Flourish: Why Courageous Goal-Setting Matters
Friday, January 3, 2025 - Forbes
Sick of playing small? Here's how to set more courageous fulfilling goals and let go of the fear of failure, according to experts. Read more...
My Company Is Offering Shares to Employees. Should I Buy Them?
Friday, January 3, 2025 - Investopedia
If the company you work for is publicly traded, you may have the opportunity to buy shares of its stock, possibly at a substantial discount from what other investors must pay. Should you take up the offer? And, if so, how much money should you consider investing? Here's some info to help you decide. Read more...
Worried About Market Turmoil Under Trump? Look to the Past.
Thursday, January 2, 2025 - The New York Times
New York Times readers had concerns that President-elect Trump’s policy agenda will unsettle stocks. If you’re tempted to make big portfolio moves, revisit 2020. Read more...
Advice From A Legend: Warren Buffett’s Take On Estate Planning
Thursday, January 2, 2025 - Forbes
At 95, the iconic investor continues to share wisdom, not just about business, but about life and legacy. Read more...
5 money lessons a 63-year-old retiree worth $1 million taught her kids from an early age
Monday, December 30, 2024 - Business Insider
Sandy, a 63-year-old retired mother of two, exposed her sons to money at a young age. She taught them how stocks and savings bonds work and encouraged them to be self-reliant. They had to budget their monthly allowances and pick up chores when they wanted extra cash. Read more...
‘Extraordinary longevity’: great whales can live a lot longer than we thought – if we leave them alone
Thursday, January 2, 2025 - The Guardian
Bowhead whales may not be the only species that can live to 200 years old. Researchers have found that the industrial hunting of great whales has masked the ability of these underwater giants to also live to great ages. Read more...
Planning For The Unpredictable -What To Know About Taxes In 2025
Tuesday, December 24, 2024 - Forbes
The 2025 tax year is likely to be anything but typical. There’s a new administration, a new Congress—and some of Trump’s 2017 tax cuts are set to expire. Here's a look. Read more...
Finding Your True North: Aligning Your Career Path With Your Personal Values
Thursday, December 26, 2024 - Forbes
Aligning your career with your personal values and passions is a transformative process that can lead to greater fulfillment and purpose in your professional life. Read more...
It’s time to cut loose from bad anchor numbers
Tuesday, December 31, 2024 - Financial Times
Politicians and salespeople frequently seek to tether our thinking to a fixed number — with the aim to nudge us into agreeing to whatever suits them. Read more...
Why Scaling My Business Took a Mindset Shift — And Not More Hours
Friday, December 20, 2024 - Entrepreneur Magazine
The pivotal transition entrepreneurs face as they scale their businesses: moving from being hands-on operators to empowering a strong leadership team. It emphasizes the importance of trust, delegation and building a capable executive team to achieve sustainable growth. Read more...
Future perfect: the AI tools helping startups to predict and plan their recruitment
Thursday, December 19, 2024 - The Guardian
For startups and SMEs, it can be notoriously difficult to anticipate how many people and in what roles they need to take on as they grow – but new AI-powered HR platforms are helping businesses forecast their needs and find the right candidates at the right time. Read more...
Scrooged By Hopelessness: The Real Reason Behind Declining Generosity
Friday, December 20, 2024 - Forbes
'Tis the season of giving, or at least it used to be. For the second year in a row, charitable giving has dropped in the U.S. The question is, Why? Read more...
Is ‘People Pleasing’ Giving You Money Problems? Here’s How to Fix Things.
Monday, December 23, 2024 - The New York Times
Spending money to avoid conflict or gain social acceptance can ruin your finances. Some self-reflection and support from professionals can help turn things around. Read more...
How investments may fare during Trump 2.0 and Fed easing
Tuesday, December 24, 2024 - Reuters
Investors are preparing for a swathe of changes in 2025, from tariffs and deregulation to tax policy, that will ripple through markets as President-elect Donald Trump returns to the White House, putting the focus on whether the U.S. economy can continue to outperform. Read more...