P&G RETIREMENT INCOME PLANNING

Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By PSERS.

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Public School Employee Retirement Made Easy

You have several decisions to make as you prepare for retirement from the PA Public School System. We can help you make them confidently.

A GREAT PLACE TO START!

The PSERS 4- Part Video Series

Designed for PA Public School Employees planning for retirement in the next 1-5 years, this 4-part PSERS Video Series will help you make the transition into retirement with ease and peace of mind. 

The 4 Parts of the PSERS Video Series

Part 1: What to Expect

In Part 1 of the PSERS Video Series, you'll find out what to hand on-hand to make the most of this learning experience. We'll also offer additional resources to keep you on-track with retirement planning.

Part 2: The Parts of Your Plan

In Part 2 of the PSERS Video Series, you'll get a birds eye view of the parts of your PSERS plan.
  • Your PSERS Pension Options
  • Your 403b Account
  • Your Sick, Vacation, and Incentive Pay
  • ​Your Retirement Income Plan

Part 3: How to Make Your PSERS Retirement Last 30+ Years

In Part 3 of the PSERS Video Series, you'll learn how to make your PSERS Retirement Last 30+ years with the use of a comprehensive retirement income plan. 

Part 4: A Helpful PSERS Case Study

In Part 4 of the PSERS Video Series, you'll get to watch two Stone House Advisors review a retirement income plan created for a PSERS retiree and her spouse. We aim to give you a concrete example of what goes into a retirement income plan so you can begin making sense of your own retirement income numbers.

Hosted by Advisors of Stone House Retirement Income Planners

Located in Tunkhannock, PA

Ben Robinson, WMS℠

Advisor

Ryan Vassil, WMS℠

Advisor

Mike Cravath, WMS℠

Advisor

Be Confident in Your Retirement Income Plan

Understand Your Pension Options

There are several pension options to choose from as you prepare for retirement from the PA Public School System. First, we'll help you understand those options and what they might mean for you and your loved ones. 

Visualize the Future Based On Your Decisions Today

Using our Future You Analysis Tool, we'll create helpful, easy-to-understand graphs and charts to help you envision the costs and benefits of your pension options, based on your numbers, risk tolerance, and other key factors.

Develop a Retirement Income Plan to Last 30+ Years

Based on where you are today and what you'd like your retirement to be like, we'll help you develop a retirement income plan you can feel confident in. 

LEARN IN-PERSON

PSERS Live Seminars

Our team of Stone House Advisors will be hosting a live seminar near you! If you prefer to meet in-person to learn more about your pension options and how to develop a retirement income plan, sign up for a PSERS Live Seminar this Fall!

Want to Speak with a Stone House Advisor Now?

Join Stone House Advisors as they lead a FREE presentation for Cape Girardeau employees on how to build a custom and reliable retirement plan after leaving P&G. Get answers to your questions. In this seminar, we'll cover:

COVID-19 Operations Update: Don't worry! We've got you covered. We are ready to help through the phone, mail, and internet - Read More.

Contact  Chad

Complete the form below to ask questions about your retirement.

Learn More about Chad through His Stone House Story.

I've been blessed in life to be surrounded by people who have supported me. From a young age, I had the support of my parents as I tested out entrepreneurship with a lawn mowing business. Rather than spend my money on toys and candy, my Dad taught me how to invest and grow my earnings and it sparked a life-long love of the stock market, business, and investing.

In college, I used an athletic and academic scholarship to graduate debt free from college. It was not easy to play football and graduate in 5 years with a Bachelor's Degree in Chemical Engineering and a Master's Degree in Engineering Management, but it paid off when I was hired by Procter & Gamble in 2004. I began my career making diapers at the plant in Cape Girardeau, Missouri, eventually making my home in Cincinnati, Ohio.

While P&G has been great to me over the years, I still find myself daydreaming about helping people with their financial planning, leveraging all the lessons my Dad taught me as we invested my lawn mowing money so long ago. After years of daydreaming, my wife, a brilliant and successful marketer, finally convinced me to pursue my passion and supported me in becoming a financial adviser.

After researching several firms, nothing felt right. I needed a team that was really behind me; I wanted to truly help people make better financial choices, I wanted to have a hand in the portfolios I managed for clients, and I didn’t want to get paid through commissions for products I recommended to my clients.

One day I was talking to a friend of mine and he mentioned an investment advisory firm that works with a lot of Procter & Gamble employees and retirees. In fact, a partner of the firm, John Burke, had worked for P&G for over 15 years, spending his last 5 years doing financial advising part-time. I didn’t expect much when I sent an email to John at Stone House Retirement Income Planners. I figured he might respond, we might have a good chat, and that would probably be the end of it.

But it was just the beginning. John asked questions about me and about my life. He asked me about what I wanted and helped me understand my options for getting there. Over the next few weeks, it became clear that Stone House was a really great company with a passion for doing what is best for the client. When I first saw their LifeStack system, I knew I wanted to be a part of the Stone House team. Holistic financial planning - not just investing - can be overwhelming, and LifeStack makes it feel natural. I could tell it was developed by someone who had worked at P&G for a long time; like most P&G systems, it makes the complex simple and focuses on continuous improvement.

Fast forward to today...as a proud member of the Stone House team, I am now a financial advisor focused on retirement income planning. With their support, I've created a schedule that allows me to stay in my current role at P&G and after hours, I help people understand their benefits and retirement options.

With all the support I've been given over the years, I hope you'll give me the chance to support you, too. I'd love to "engineer" your ideal retirement.

Interested in setting up a time to talk? Please reach me by email, at CTaake@StoneHouseMail.com, or by phone, at (570) 836-7020 or 1 (866) 923-1946.

80 West Tioga Street
Tunkhannock, PA 18657
Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
Neither Stone House nor its representatives are affiliated with or endorsed by PSERS.
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, 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.


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. 

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