P&G RETIREMENT INCOME PLANNING

Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By Procter & Gamble.

Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By Procter & Gamble.

Would you prefer a one-on-one digital meeting to review the details?

Watch on Your Own Time

A Recorded Webinar for P&G Employees

Join Chad Taake as he leads a FREE presentation for P&G employees on how to build a custom and reliable retirement plan.

Get Access to this Recorded Webinar

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Learn topics about retirement income such as:

  •  Retirement Expenses: What costs should you consider when planning retirement?
  • ​Social Security: How does Social Security affect your retirement? 
  • Tax Strategies: Get the most out of your retirement savings by being smart with your money management.
  • Investing to Grow Your Savings: Enjoy your lifestyle and achieve goals. 

What do you have to learn?

Let one of our experienced financial advisors walk through everything P&G retirees need to know.

Chad Taake

Lead 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 2 kids.
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
Toll Free: 866-923-1946
Sayre: 570-890-2827
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. 

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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.

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