Manage Your P&G Benefits with the Right Team on Your Side.
Check out our chat with Dan Lloyd, a retired P&G plant manager. He shares how he discovered:
- You don't have to manage your investment strategy or retirement income plan on your own.
- The secret to finding true peace of mind in retirement instead of turning it into another job.
- The importance of having a team who listens, understands, and sticks with you for the long haul.
*This video contains a non-paid client testimonial.
How are other P&G employees able to retire knowing they have their ducks in a row?
We’ve developed a P&G Retirement Guide as a first glimpse into your options.Ā
Inside, you’ll find:
- What steps P&G retirees can take before leaving the plant
- How to handle Social Security, estate planning, or health insurance as you age
- Managing your P&G investments and building an income strategy in retirement
- Necessary tax-saving strategies
- And more!
Or, review your options with a financial planner.
Meet One of Our P&G Advisors
From Frank Duke and NUA strategies to tax planning, Chad has experience working with P&G retirees on their specific needs.
CHAD TAAKE, CFPĀ®
Senior Advisor
Chad Taake, CFPĀ® 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.
Firm Leadership
Decades of combined experience.
ROBERT J. BROWN,
CFPĀ® CEPAĀ®
Partner
RAYMOND “SCOTT” STONE
Partner
JOHN BURKE
Partner
KIRK LUNGER
Partner
Why Are Clients Choosing to Work with a Virtual Advisor?
Where do you plan on going in retirement? If you do choose to work with Stone House, it won’t matter where you travel, have a second home, or even if you meet in your pajamas (we won’t tell). Our Advisors are available in your back pocket!
Meet with our Advisors over the phone or via secure video calls to discuss your financial questions one-on-one. Our Advisors and staff also keep in touch and are available via SMS messaging, email, and over the phone!
