Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By PSERS.
As soon as you hit SUBMIT, you’ll be taken to the downloadable Pre-Retirement Checklist: Public School Employee Edition PDF.
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.
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.
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.
Eager to get started? Click here to speak with a Stone House Advisor.
Decades of combined experience in helping people enjoy retirement and reach financial freedom.
Partner
Partner
Partner
Partner
Chief Investment Officer
Financial Paraplanner
Financial Paraplanner
Senior Advisor
Senior Advisor
Lead Advisor
Lead Advisor
Lead Advisor
Senior Advisor
Client Relationship Manager
Client Relationship Manager
Lead Advisor
Office Manager
Director of Marketing & Operations
Marketing Content Manager
Senior Client Service Specialist
Request to speak with a Stone House Advisor. No obligation. No cost.
Toll Free: 866-923-1946
Email: Info@StoneHouseMail.com
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Disclosures:
Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble, Cargill, Coterra, or PSERS. P&G is a registered trade mark of Procter & Gamble.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
FORM CRS
ADV 2 Disclosure Brochure
Privacy Policy
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.
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.