Build a Future With More .
Experiencing a change of plans? Learn what your options are with a FREE Future You Plan (including a Scenario Analysis) from a Stone House Advisor.Ā
Stone House is a Financial Fiduciary, meaning we’re obligated to serving YOUR best interests.
Find Out How to Best Reach Your Goals
Get a Complimentary Future You Plan
Fill out our questionnaire and a Stone House Advisor will provide you with a personalized estimate that includes your:
- Potential retirement date range
- āEstimated income throughout retirement
- Additional insights, such as possible healthcare and tax costs
- Scenario Analysis to compare potential paths towards your goals
How Does It Work?
We’ll ask you for some initial details in the form below. Then, our team will connect you with your ideal Advisor!
Be sure to include any initial questions you’d like answers on.
In your confirmation email, we’ll send you a request to complete The Future You Questionnaire. This is a process unique to Stone House and helps our Advisors collect all the information needed to build your plan.
Don’t worry, your Advisor will be available to help answer questions, if you have any. Fill out this questionnaire before your meeting to the best of your ability!
A Stone House Advisor will then meet with you and provide your custom plan.Ā
We offer virtual video or phone meetings to help save you time. Simply let us know when you’re available, and we’ll reach out!
CHAD TAAKE, CFPĀ®
“My goal is to help as many people as possible with planning for the retirement they want.”
Ā 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.
