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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

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Reviews annual enrollment dates and options for Medicare participants.

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

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Determine whether you should consider refinancing your mortgage.

How much Disability Income Insurance do you need?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate the future value of your current savings.

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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