Pegasus Financial Planning

About Us

At Pegasus Financial Planning, we provide financial solutions for you or your business. As a fiduciary, our process begins with understanding you and your unique situation. Gain peace of mind knowing you have the planning and solutions in place to help you achieve your goals. We have the flexibility of independence allowing us the ability to find the right products and services to meet your specific needs. Our comprehensive approach includes analysis of: cash flow, debt, taxes, insurance, investments, education, retirement planning, employer benefits, and business strategies. Contact me for a free consultation. CA Insurance license # 4154854