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5 Secret Tax Strategies for P&G Retirees
...that can save you THOUSANDS!
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Gain Flexibility
Retiring before you are age 59.5 can put handcuffs on your distribution rate. Learn the strategies that can increase the flexibility in your retirement plan!
Save Money
Taxes can eat away at your retirement. Some strategies can actually reduce your tax bill and save you money!
Combine Strategies
Combining strategies can amplify each of their benefits and allow you to save 
even more money.
Shhh...Can You Keep a Secret?
Get Ready to Save THOUSANDS!
Download Our FREE P&G Retirement Strategy Guide!
Learn Our BEST Tax Strategies for P&G Retirees:
  •  Early Retirement: You know it's possible, but we're sharing how you can avoid the 10% tax penalty!
  •  Pay ZERO taxes: Keep your retirement savings tax-deferred, even after retiring!
  •    Build flexibility: Diversify your income so it lasts for many years to come!
  •   …and much more! 
Don't wait, enter your email address and receive our P&G Retirement Strategy Guide instantly!
MEET OUR P&G TEAM
John Burke
Lead Advisor/Partner
John Burke joined Stone House Investment Management as an Investment Advisor Representative.  He previously worked for Procter & Gamble for fourteen years.  During his time with P&G, he had roles doing Supply Chain, Operations & Initiative Management. John’s work in investments and financial planning started while at the University of Notre Dame, where he earned an MBA degree.  Since then, he has managed his own portfolios using mixes of quantitative, fundamental and technical strategies.  In 2002, John also started up a successful small business.  John became a partner in Stone House in 2015.
Kirk Lunger
LEAD ADVISOR
Kirk Lunger joined the team at Stone House Investment Management, LLC as an Investment Advisor Representative in 2014.  He began his financial career as an accountant at Northeast Concepts, Inc. in Dallas, PA.  He has always been passionate about the inner-workings of finance, business and investing, since earning a BS in Accounting from Misericordia University.  As a financial advisor he loves being able to communicate those passions to his clients by guiding them through unfamiliar terrain.  Kirk concentrates heavily on helping families navigate the complex P&G retirement process, ensuring the best strategies are established to protect a client’s assets and income up to and throughout retirement.  In his spare time, he loves spending his out-of-office hours on the golf course, in the outdoors, but most of all spending time with his family.
Barbara Grimaud
LEAD ADVISOR
Barbara Grimaud joined Stone House Investment Management in 2018. After attending the U.S. Naval Academy, Barbara served 5 years as a Supply Officer in the U.S. Navy.  She then attended Widener University School of Law and became licensed to practice law in Pennsylvania in 2013.  Barbara clerked for federal District Judge Edwin Kosik of the Middle District of Pennsylvania for 3 years.  Barbara joins our team, eager to work one-on-one with clients as they navigate through various aspects of their life that Stone House addresses in their Life Stack approach.  Barbara looks forward to alleviating the burden of financial planning as clients prepare for their future and the future of their estates.  In her spare time, you can find Barbara still practicing law, volunteering in various community groups such as the American Legion, Rotary, and the Tewksbury Committee, as well as spending time with her family, horseback riding, and snowmobiling.
Chad Taake
Lead Advisor
Chad Taake joined Stone House Investment Management, LLC working part-time as an Investment Advisor Representative in 2018.  He currently works for Procter & Gamble (fourteen years).  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. 
Our Northeast Pennsylvania-based firm has spent over 15 years planning the retirements of P&G employees from around the country.  Over that time, we have found several tax strategies that save P&G employees thousands of dollars when they decide to retire.  In fact, one of our partners is a former P&G employee!  For a limited time, we are sharing these secret strategies with you, completely free!
Toll Free: 866-923-1946 | Tunkhannock: 570-836-7020
80 W Tioga St, Tunkhannock, PA 18657
Stone House Retirement Income Planners
Copyright © 2019 -  Stone House Retirement Income Planners


Disclosures:

Neither Stone House nor its representatives are affiliated with or endorsed by Procter & Gamble.  
P&G is a registered trademark of Procter & Gamble.

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. 

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® is a registered trademark.