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

P&G RETIREMENT INCOME PLANNING

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

Take the Next Step Toward Retirement

with Our P&G Pre-Retirement Checklist

Start Off on the Right Foot Toward Your Retirement Goals

  • Get a Bird's Eye View of your path toward retirement and beyond.
  • Make Decisions with confidence by knowing what to expect while planning retirement.
  • Plan for the unexpected and feel secure knowing your options.

What does the checklist cover?

The checklist includes these following topics that should be addressed when considering retirement from P&G.
  • Social Security
  • ​Health Insurance
  • ​Managing Your P&G Investments
  • ​Leisure Activities like Traveling or Big Purchases
  • ​Income During Retirement
  • ​Taxes
  • ​Estate Planning
  • ​Building Your Investment Strategy
  • ​And More!

Toll Free: 866-923-1946
Tunkhannock: 570-836-7020

80 West Tioga Street
Tunkhannock, PA 18657

Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble. P&G is a registered trade mark of Procter & Gamble. 
Disclosures:

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 and Form CRS, 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 and Form CRS 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.