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Future You Analysis for P&G Retirees

See what the possibilities are for your savings and investments and what kind of lifestyle you can lead in retirement.

Complete a Future You
  • Visualize your future retirement income
  • Feel confident in your plan by testing against hundreds of scenarios
  • Balance your financial goals and lifestyle in transitioning to retirement
  • Receive suggestions from an Advisor versed in P&G retirement strategy
Free Retirement Income Analysis

Get A Free Retirement Income Analysis*

Our Future You Retirement Income Analysis helps you visualize your future retirement by organizing your expected income streams and expenses in retirement. We then stress test your plan against 1000 different scenarios to see how sound your plan is. We’ll even make suggestions on how you can improve your plan results so that you feel confident going into retirement.

*Free Retirement Income Analysis offer available only to P&G Employees within 3 years of retirement.

Complete the Form Below for Your Future You

Looking for help? Call us to complete these questions one-on-one with an Advisor!

Tunkhannock

(570) 836-7020

Toll-Free

1-866-923-1946

Claim Your Free Future You Analysis

We look forward to serving you and helping you have a great retirement. If you have any questions, please email info@stonehousemail.com or call 1-866-923-1946

To help you get a true handle on preparing for retirement from P&G, we offer a free Future You Analysis with a Stone House Advisor. If you’re 50 years old or older with $250,000 or more in Profit Sharing, you qualify!

Simply complete this form and SUBMIT. A Stone House Advisor will be in touch within one business day to get the Future You Analysis process started.

Estimated Time to Complete: 15 minutes
And rest assuredā€”this is a secure form. Your answers to the form questions are always kept confidential and secure.

Disclosure: Stone House is an independent company and is not affiliated with or endorsed by Procter & Gamble (P&G).

*Free Retirement Income Analysis offer available only to P&G Employees within 3 years of retirement.
Your responses to the questions are safe and confidential. We take your privacy and security very seriously. Your information is encrypted and only seen by our planners and staff.

Tunkhannock

80 West Tioga Street Tunkhannock, PA 18657

Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
Email: Info@StoneHouseMail.com

Sayre

107 S Elmer Ave
Sayre, PA 18840

Toll Free: 866-923-1946
Sayre: 570-890-2827
Email: Info@StoneHouseMail.com

Towanda

319 Main Street
Towanda, PA 18848

Toll Free: 866-923-1946
Towanda: 570-627-6131
Email: Info@StoneHouseMail.com

Disclosures:

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

FORM CRS
ADV 2 Disclosure Brochure
Privacy Policy

Stone House utilizes paid client and non-client endorsers to support events. Endorsers receive de minimis non-cash compensation which could incentivize them to make this endorsement.

May include paid/unpaid client testimonial(s).

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 HouseĀ® 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 HouseĀ® 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 CFPĀ®, CERTIFIED FINANCIAL PLANNERā„¢, CFPĀ® (with plaque design), and CFPĀ® (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 ā„  and WMS ā„  designations are issued by the College for Financial PlanningĀ® 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 HouseĀ® 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 HouseĀ®, DiversidexĀ®, and LifeStackĀ® are registered trademarks. All rights reserved.

https://www.StoneHouseInv.com/disclosures

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