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
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, CFPĀ®
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.