Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By Procter & Gamble (P&G).
This is not the P&G Plan Website. Looking for the P&G Plan Website? Click Here
Our P&G Retirement Guide includes a check list of steps to complete before retiring. It also includes strategies to get the most out of your retirement considering you and your family’s needs.
We can assist in the retirement process to make it easy and stress-free. We will help you choose the best options, open any accounts needed, and help make sure you retire with financial security.
Build upon your retirement and gain financial freedom with a custom investing strategy. Diversidex® is our Diversified Index ETF platform that invests your assets according to your risk tolerance across a wide array of assets through low-cost ETFs.
*Future You reports are free for those 3 years away from retirement or less.
Fill out our questionnaire and a Stone House Advisor will provide you with a personalized estimate that includes your:
In this episode of Blue Collar Wealth presented by Stone House®, join Bob Brown, CFP® as he sits down with advisor and partner Kirk Lunger to discuss the ins and outs of retiring from P&G. They’ll cover how helpful the four pillars of retirement planning are and what you may want to consider when trying to “time the market” as you set a retirement date.
Our Procter & Gamble Retiree Video Series shows you the wisdom of those retirees that have gone before you, the experiences they have had and the lessons they have learned.
Decades of combined experience in helping people enjoy retirement and reach financial freedom.
Partner
Partner
Partner
Partner
Financial Paraplanner
Financial Paraplanner
Senior Advisor
Senior Advisor
Lead Advisor
Lead Advisor
Lead Advisor
Senior Client Service Specialist
Senior Advisor
Lead Advisor
Client Relationship Manager
Lead Advisor
Office Manager
Director of Marketing & Operations
Marketing Content Manage
View and update your Profit Sharing & Savings Plan information, reallocate your investments, and request retirement distributions.
View and update your P&G stock investment account, get forms, buy or sell stock, and request distributions.
View and update your information, request a Social Security Estimate, or sign up for Social Security Benefits.
Request to speak with a Stone House Advisor. No obligation. No cost.
Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
Email: Info@StoneHouseMail.com
107 S Elmer Ave
Sayre, PA 18840
Toll Free: 866-923-1946
Sayre: 570-890-2827
Email: Info@StoneHouseMail.com
319 Main Street
Towanda, PA 18848
Toll Free: 866-923-1946
Towanda: 570-627-6131
Email: Info@StoneHouseMail.com
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.
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Stone House utilizes paid client and non-client endorsers to support events. Endorsers receive de minimis non-cash compensation which could incentivize them to make this endorsement.
May include paid/unpaid client testimonial(s).
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.