You've got the checklist. The next step is a conversation.
You’ve worked hard at P&G to build what you have. When you’re ready, you can sit down with a Stone House advisor and walk through what retirement actually looks like for you — your timing, your options, and the decisions worth thinking through before you make them.
Schedule a complimentary 90-minute consultation:
- No cost, and no pressure — just a clear look at where you stand.
Stone House is an independent company and is not affiliated with, sponsored by, or endorsed by Procter & Gamble (P&G). P&G employee benefit and retirement program names are used for identification only.
What happens in a meeting with an advisor
Evaluate your retirement plan
We look at the full picture: your 401(k), pension or buyout details, company stock, and how those accounts can be structured to provide income.
Talk through your options
Timing, rollovers, and tax considerations specific to retiring from P&G, explained in plain terms.
Answer your questions
Bring whatever's on your mind. This is a conversation, not a sales process.
Who this conversation is for
This is a good fit if you’re:
- A P&G employee within about 1–10 years of retirement
- Weighing a buyout package or trying to time your exit
- Deciding what to do with company stock or your 401(k)
- Wondering how taxes will affect your income once you stop working
- Looking for clarity and structure before making any decisions
Choose an advisor and pick a time that works for you
Every conversation is the same complimentary 90-minute consultation. Choose whichever advisor you’d like to meet with — or the one you’ve already been in touch with — and select a time directly on their calendar.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CEPA® is a registered trademark of the Exit Planning Institute, which authorizes use of the mark by individuals who have successfully completed its 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.
Advisory services offered through Stone House Investment Management, LLC, a registered investment adviser.
Stone House is an independent company and is not affiliated with, sponsored by, or endorsed by Procter & Gamble (P&G). P&G employee benefit and retirement program names are used for identification only.
This consultation is intended for educational purposes only. Stone House Investment Management, LLC (“Stone House”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This consultation should not be construed as personalized investment, tax, or legal advice. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Attendance does not create an advisory relationship. For additional information about Stone House, please see our Form ADV at www.stonehouseinv.com.
*Barbara Grimaud is a licensed attorney. Legal services, if any, are provided in her individual capacity and are not services of Stone House Investment Management, LLC.
Not sure yet? That's okay.
There’s no rush, and there’s nothing to prepare. When you’re ready, the meeting is simply a chance to understand your options — not to make decisions on the spot. Choose a time above, and we’ll see you soon.
