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.

Do You Have Enough Saved to Retire from P&G?

Use Our Retirement Checklist to Know What You Should Prepare for Before Retiring

We Make Retirement from P&G a Simple, Three-Step Process

A dedicated Stone House Advisor will guide you through the retirement planning process and stay with you throughout your retirement.

Plan

PLAN

Our Retirement Guide is a great place to start!

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.

Retire

RETIRE

We help you easily transition from work to retirement.

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.

Invest

INVEST

You'll need a mix of growth and safety in retirement.

Build upon your retirement and gain financial freedom with a custom investing strategy. DiversidexĀ® 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.Ā 

Find Out How to Reach Your Retirement Goals

*Future You reports are free for those 3 years away from retirement or less.

Get a Complimentary* Future You Analysis

Fill out our questionnaire and a Stone House Advisor will provide you with a personalized estimate that includes your:

All About P&G Retirement Planning with Kirk Lunger

In this episode of Blue Collar Wealth presented by Stone HouseĀ®, join Bob Brown, CFPĀ® 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 ā€œtime the marketā€ as you set a retirement date.

Hear from P&G Retirees

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.

Meet the Stone House Team

Decades of combined experience in helping people enjoy retirement and reach financial freedom.

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ROBERT J. BROWN,
CFPĀ®, CEPAĀ®

Partner

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RAYMOND “SCOTT” STONE

Partner

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JOHN BURKE

Partner

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KIRK LUNGER

Partner

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SAYER MARTIN, CFA

Chief Investment Officer

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CANDICE LIGHTFOOT

Chief Compliance Officer

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BARBARA GRIMAUD, ESQ.

Senior Advisor

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CHAD TAAKE, CFPĀ®

Senior Advisor

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BEN ROBINSON

Lead Advisor

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RYAN VASSIL, WMSā„ 

Lead Advisor

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MIKE CRAVATH, WMSā„ 

Lead Advisor

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ZACHARAY POLOVITCH

Wealth Advisor

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LARRY ALDERSON, CFPĀ®

Senior Advisor

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JENNIFER SCHULTZ

Lead Advisor

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LORI BROWN

Client Relationship Manager

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KATIE JOHNSTON

Lead Advisor

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CHRISTINE SLUSARK

Financial Paraplanner

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SHERRI ROBERTS

Financial Paraplanner

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LEANNE KULAH

Senior Client Service Specialist

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STACEY VALENT

Office Manager

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LINDSEY CHIARELLI

Director of Marketing & Operations

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ANNA LAYAOU

Marketing Content Manager

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BRITNEY DORMAN

Head of Advisor Growth

P&G Retirement Resources

When planning your retirement from P&G, you may need to check out these sites.

P&G Retirement Plans Website

P&G Retirement Plans Website

View and update your Profit Sharing & Savings Plan information, reallocate your investments, and request retirement distributions.

P&G Stock Direct Investment

P&G Stock Direct Investment

View and update your P&G stock investment account, get forms, buy or sell stock, and request distributions.

Social Security Administration

Social Security Administration

View and update your information, request a Social Security Estimate, or sign up for Social Security Benefits.

Want to Take the Next Step Toward Retirement from P&G?

Request to speak with a Stone House Advisor. No obligation. No cost.

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