P&G RETIREMENT INCOME PLANNING

Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By Procter & Gamble.
This is not the P&G Plan Website. Looking for the P&G Plan Website? Click Here

Learn what a P&G retirement looks like with our FREE guide!

Learn About Your Options to Take the Next Right Step.

Try our Future You financial planning analysis for a FREE review of your next steps. 

The Stone House Future You Analysis

Get Answers for What the Future May Hold

At a loss for choosing your next step? We can help sort through the details with a simple and FREE Future You, a financial planning analysis. 

Answer a few standard questions regarding your assets and retirement goals to receive a custom report!

This can help you:
  • Plan the appropriate time to retire
  • Know how to best use your assets for the biggest impact
  •  Grow your investments with peace of mind

Questions? Contact an Advisor Today.

Meetings with our Advisors are free.

Procter & Gamble Retiree Video Series

Test Drive Your Retirement

If you are a Procter & Gamble employee considering retirement, one of the best things you can do is to learn from those that have already gone through the process.

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.
*Participation in the Procter & Gamble Retiree Video Series does not indicate that the participant uses, approves or endorses Stone House Investment Management or any of its owners, employees or affiliates.
*Terms And Conditions Apply. See Below.

We Make P&G Retirement A Simple, Three-Step Process.

One of our dedicated P&G Retirement Planners will guide you through the process and stay with you throughout your retirement. 

Plan

Our P&G Retirement Guide is a great place to start!

Our P&G Retirement Guide has twenty pages of helpful information and includes a check list, tips on diversifying and special tax strategies that can save you thousands in taxes.

Retire

We'll custom design your retirement and test it.

Our Future You Retirement Income Analysis helps you visualize your future retirement and we stress test your plan against 1000 different potential scenarios.

Invest

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

Diversidex® 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. 

Social Security, Medicare & Retire Healthcare

Need Help Applying For Social Security, Medicare? 

Our Medicare Mixology Specialists can help you mix the right combination of Social Security and Medicare to maximize your benefits and minimize your costs. If you aren't yet 65 but need help finding health insurance, they can help with that too!

We Make P&G Retirement A Simple, Three-Step Process.

One of our dedicated P&G Retirement Planners will guide you through the process and stay with you throughout your retirement. 

Plan

Our P&G Retirement Guide is a great place to start!

Our P&G Retirement Guide has twenty pages of helpful information and includes a check list, tips on diversifying and special tax strategies that can save you thousands in taxes.

Retire

We'll custom design your retirement and test it.

Our Future You Retirement Income Analysis helps you visualize your future retirement and we stress test your plan against 1000 different potential scenarios.

Invest

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

Diversidex® 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. 

Social Security, Medicare & Retire Healthcare

Need Help Applying For Social Security, Medicare? 

Our Medicare Mixology Specialists can help you mix the right combination of Social Security and Medicare to maximize your benefits and minimize your costs. If you aren't yet 65 but need help finding health insurance, they can help with that too!

Meet With Us From The Comfort And Safety Of Your Home

Getting the right retirement solutions has never been easier. Just give us a call or meet us on Zoom.

We Can Help You Over The Phone

Just give us a call! We can help you find the best solutions right over the phone. No need to leave your home!

866-923-1946

We Can Meet With You In A Video Conference, Share Our Screen With You, And Even Help You Do Things On Your Computer. 

Stone House Meet is a super simple video meeting solution. You can join one of video meetings on your smart phone, tablet or computer right from your home!

Meet The P&G Retirement Team

Decades of combined experience in helping P&G employees enjoy retirement

Robert J. Brown, CFP®

Founding Partner

Raymond "Scott" Stone

Founding Partner

John Burke

Partner

Kirk Lunger

Senior Advisor

Chad Taake

Lead Advisor

Barbara Grimaud, Esq.

Lead Advisor

Ben Robinson, WMS℠

Advisor

Ryan Vassil, WMS℠

Advisor

Mike Cravath, WMS℠

Advisor

Meet The P&G Retirement Team

Decades of combined experience in helping P&G employees enjoy retirement

Robert J. Brown, CFP®

Founding Partner

Raymond "Scott" Stone

Founding Partner

John Burke

Partner

Kirk Lunger

Senior Advisor

Chad Taake

Lead Advisor

Barbara Grimaud, Esq.

Lead Advisor

Ben Robinson, WMS℠

Advisor

Ryan Vassil, WMS℠

Advisor

Mike Cravath, WMS℠

Advisor

P&G Retirement Resources

Planning Your Retirement? You may need to check out these sites.

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

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

Social Security Administration

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

Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
80 West Tioga Street
Tunkhannock, PA 18657
Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By Procter & Gamble.
Disclosures:

*Assets as of 5/15/21

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services. 

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.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change. 

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details. 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing 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.

This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. 

Stone House®, Diversidex®, and LifeStack® are registered trademarks. All rights reserved.