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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

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Details 401(k) contribution and catch-up limits for maximizing savings.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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

Compare the potential future value of tax-deferred investments to that of taxable investments.

How much do you need to save each year to meet your long-term financial goals?

How Long Will It Take to Pay my Balance?

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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