P&G RETIREMENT INCOME PLANNING

Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By P&G.

Retirement Planning Seminar for P&G Employees

Let Us Help You Create a Worry-Free Retirement Plan

Join Us for Dinner at
36 Restaurant & Bar

36 Main St, Cape Girardeau, MO 63701
Choose the date that works best for you:
 Tuesday, April 16 at 5:30 PM 
 Wednesday, April 17 at 5:30pm

Please fill out this form to reserve a seat for a FREE dinner and seminar presentation.

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We allow seminar attendees to bring a guest to dinner. Please select how many seats you would like to reserve.

Hosted by Your Local Retirement Income Planning Expert

From Stone House Retirement Income Planners

Chad Taake

Senior Advisor
Chad Taake joined Stone House Investment Management, LLC as an Investment Advisor Representative in 2018. Thanks to his work ethic, he continues to work for Procter & Gamble as well.

At P&G, he has had roles doing Material Development, Operations, Engineering, & Initiative Management.

Chad's passion for investments started as a child, investing with his father. In college, he continued his financial learning earning a Masters in Engineering Management at the University of Missouri Rolla.

When not working, Chad is often at one of the city parks with his two kids.

Here's What to Expect When Working With Stone House

How We Test Your Plan

  • Understand how to design a solid plan based on your assets, incomes, expenses, and social security.
  • ​Create different versions of how you might live in retirement.
  • ​​Test your plan against many different market environments.
  • ​Choose the version of your retirement that fits your needs and has the highest probability of success.

Retirement Income Planning

  • Understand your Profit Sharing Trust (PST) and Savings Plan (SP).
  • Avoiding the tax penalty for early and late distributions.
  • ​The potential impact of Required Minimum Distributions (RMD)
  • ​Preserve retirement accounts for your spouse and beneficiaries and protect it from inflation.

How to Avoid Costly Mistakes

  • Tax strategies that can save you thousands,
  • Build flexibility in your distributions so you don't get hit with penalties.
  • ​​Learn the most likely things to kill your retirement and how to avoid them.
  • Know why health care is such an important (and often overlooked) cost to consider in your plan.

Hear From a P&G Retiree and Chad's Client, Rex Jones

Unpaid client testimonial.
Listen in to hear Rex Jones recount his experience of working with Chad Taake to plan for his retirement and then transition into retirement from P&G in Cape Girardeau, Missouri.  

Rex first met Chad at a retirement income planning seminar that Chad hosted in Cape Girardeau and the two, along with Rex’s wife, have worked together ever since.  

As he prepared for retirement, Rex found the Stone House Future You Analysis process “helped a lot.” He said in the interview, “You might have it in your mind what you think is going to happen, but when you actually put it on paper and see how things are going to work out in the long run, that helps out a lot.”  

We, at Stone House, are honored to get to work with Rex and his family throughout his retirement and we can’t wait to see pictures from Rex’s upcoming Alaska trip! 

Frequently Asked Questions

Is this a sales seminar?
No, this is an educational workshop designed for P&G employees and retirees.

Why should I attend?
Whether your retirement is years or days away, you can benefit from this information. Our team has a great deal of experience working with the company's retirement plan.

Does this event cost anything?
No, it does not. This event is a FREE workshop that is designed for educational purposes.

Disclosure: Stone House utilizes paid client and non-client endorsers to support this event. Endorsers receive de minimis non-cash compensation which could incentivize them to make this endorsement.

CREATE A

Worry-Free Retirement Plan

Learn how at an upcoming live seminar, hosted by Stone House.

Tunkhannock
80 West Tioga Street
Tunkhannock, PA 18657
Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
Sayre
107 S Elmer Ave
Sayre, PA 18840
Towanda
319 Main Street
Towanda, PA 18848
Toll Free: 866-923-1946
Towanda: 570-627-6131
Disclosures:

Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble, Cargill, or PSERS. P&G is a registered trade mark of Procter & Gamble. 

Privacy Policy

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services. 

No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

 Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change. 

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details. 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Wealth Management Specialist ℠ and WMS ℠ designations are issued by the College for Financial Planning® And are subject to established standards of conduct.
You can verify designee status at http://cffpdesignations.com or call 800-237-9990.

This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. 

Stone House®, Diversidex®, and LifeStack® are registered trademarks. All rights reserved.


Join Stone House Advisors as they lead a FREE presentation for Cape Girardeau employees on how to build a custom and reliable retirement plan after leaving P&G. Get answers to your questions. In this seminar, we'll cover:

COVID-19 Operations Update: Don't worry! We've got you covered. We are ready to help through the phone, mail, and internet - Read More.

Contact  Chad

Complete the form below to ask questions about your retirement.

Learn More about Chad through His Stone House Story.

I've been blessed in life to be surrounded by people who have supported me. From a young age, I had the support of my parents as I tested out entrepreneurship with a lawn mowing business. Rather than spend my money on toys and candy, my Dad taught me how to invest and grow my earnings and it sparked a life-long love of the stock market, business, and investing.

In college, I used an athletic and academic scholarship to graduate debt free from college. It was not easy to play football and graduate in 5 years with a Bachelor's Degree in Chemical Engineering and a Master's Degree in Engineering Management, but it paid off when I was hired by Procter & Gamble in 2004. I began my career making diapers at the plant in Cape Girardeau, Missouri, eventually making my home in Cincinnati, Ohio.

While P&G has been great to me over the years, I still find myself daydreaming about helping people with their financial planning, leveraging all the lessons my Dad taught me as we invested my lawn mowing money so long ago. After years of daydreaming, my wife, a brilliant and successful marketer, finally convinced me to pursue my passion and supported me in becoming a financial adviser.

After researching several firms, nothing felt right. I needed a team that was really behind me; I wanted to truly help people make better financial choices, I wanted to have a hand in the portfolios I managed for clients, and I didn’t want to get paid through commissions for products I recommended to my clients.

One day I was talking to a friend of mine and he mentioned an investment advisory firm that works with a lot of Procter & Gamble employees and retirees. In fact, a partner of the firm, John Burke, had worked for P&G for over 15 years, spending his last 5 years doing financial advising part-time. I didn’t expect much when I sent an email to John at Stone House Retirement Income Planners. I figured he might respond, we might have a good chat, and that would probably be the end of it.

But it was just the beginning. John asked questions about me and about my life. He asked me about what I wanted and helped me understand my options for getting there. Over the next few weeks, it became clear that Stone House was a really great company with a passion for doing what is best for the client. When I first saw their LifeStack system, I knew I wanted to be a part of the Stone House team. Holistic financial planning - not just investing - can be overwhelming, and LifeStack makes it feel natural. I could tell it was developed by someone who had worked at P&G for a long time; like most P&G systems, it makes the complex simple and focuses on continuous improvement.

Fast forward to today...as a proud member of the Stone House team, I am now a financial advisor focused on retirement income planning. With their support, I've created a schedule that allows me to stay in my current role at P&G and after hours, I help people understand their benefits and retirement options.

With all the support I've been given over the years, I hope you'll give me the chance to support you, too. I'd love to "engineer" your ideal retirement.

Interested in setting up a time to talk? Please reach me by email, at CTaake@StoneHouseMail.com, or by phone, at (570) 836-7020 or 1 (866) 923-1946.