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YOUR NATURAL GAS ROYALTIES CAN
Fuel Your Future
Be smart with your money. Manage your gas royalties with Stone House.
Fuel Your Future Planning is a FREE program designed to help YOU—a Natural Gas Lease Owner—assess your current financial situation, set new financial goals, and create a plan to reach those goals, alongside a trusted team of financial professionals.
Do you want to…
- Retire sooner?
- Set aside funds for your kids, grandkids, or a charity you care about?
- See if you can save more money on taxes?
- Get a larger return on your natural gas royalty investments month over month?
Fuel Your Future Planning by Stone House can help get you there.
You’ll work with both a financial planning advisor AND a certified public accountant (CPA) to:
- Get a clear picture of your current finances
- Discover how you could optimize your return on investments and tax filings
- Develop a plan to reach your financial goals
- Adjust and optimize the plan as the world and life continue to change and evolve
Be able to say, “I’m being smart with my money and have all my bases covered.”
How Fuel Your Future Planning Works
Bringing together the best of both worlds—Stone House Income Planning and Stone House Tax Accounting
#1
You submit the form on this page.
#2
A Stone House Advisor reviews your form.
#3
Your Stone House Advisor reaches out to gather more information.
#4
You submit the form on this page.
#5
A Stone House Advisor reviews your form.
#6
Your Stone House Advisor reaches out to gather more information.
After That, The Choice is Yours.
Move forward on your own OR work with Stone House to reach your goals, using the following services:
- Investment Management
- Financial Planning Projections
- Estate Strategies
- Regular Tracking with LifeSTACK®
- Yearly Tax Planning
- Personal Tax Returns
- Partnership, LLC and Trust Returns
- Estimated Payment
We’ve been with you in this from the beginning.
When the natural gas industry entered our local area back in 2008, we were right here in Northeast PA, guiding our investment management clients, helping them to make smart decisions with their gas royalty income.
Over the years, we’ve grown and evolved as natural gas royalties have.
We’ve expanded our business to include tax accounting and we’ve expanded our expertise, growing from a team of a few trusted financial professionals to a few more trusted financial professionals.
We’ve been helping our clients be smart and feel at ease for over 20 years.
Now, we’d like to help you continue to be smart with your natural gas royalty money with Fuel Your Future Financial Planning.
How to Fuel Your Future
With the Stone House® team of financial professionals
We’ve made the process to get started with Fuel Your Future Planning easy and straightforward. Here are the steps:
- Gather a few basic pieces of financial information:
> Your total natural gas royalty income LAST year.
> Your total natural gas royalty income THIS year. - Complete the secure form on this page and hit SUBMIT.
NOTE: Your information is secure. It will not be shared with anyone outside of the Stone House organization. - A Stone House Advisor will review your completed form and give you a call within the next business day to schedule your first meeting.
Would you like to speak with a Stone House® Advisor about Fuel Your Future Planning?
Frequently Asked Questions
About Fuel Your Future Planning
What are the fees involved in Fuel Your Future Planning?
Answer: ZERO! If you qualify, we consider this initial planning a worthwhile investment of our team’s time. We advise our clients every day to invest in their future. We consider this initial time with you to be an investment in OUR future.
I don’t want to invest in the stock market. Is this still for me?
Answer: Absolutely. This about building your wealth by keeping more of your natural gas royalty income, growing it, and transferring it to your family over time. Many of our clients have invested some amount in the stock market because it’s a good fit for their long-term goals, but their goals aren’t necessarily your goals. We’ll help you design a plan that is consistent with your comfort level.
What if I already have a tax accountant?
Answer: No worries. If you feel they’ve been doing a great job for you, keep working with them! We love working with skilled accountants who treat their clients well. Congratulations on finding one that works well for you!
I’m not preparing for retirement. Is this still for me?
Answer: Yes! Retirement is merely a point in time. What we really do is help people manage their money, taxes, and assets over their lifetime.
I receive less than $25,000 a year from natural gas royalties. Is this still for me?
Answer: Fuel Your Future Planning can be exceptionally helpful for anyone with a total income over $100,000/yr. That includes income from work, pensions, IRAs, Social Security and natural gas royalties.
Am I obligated to work with Stone House® if I submit the form?
Answer: No way! Our offer gives you a chance, not an obligation, to see what we do and how it might help you and your family increase your odds of success.
I don’t live in Northeastern PA but I own property there and receive natural gas royalties. Is this still for me?
Answer: Great question! Both our Tax Services and our Investment Advisory Services are offered throughout many states.
Have a different question you’d like answered before you proceed?
Send us an email at: info@stonehousemail.com OR give us a call at 570-836-7020. We’re happy to answer any questions you have!
A Note on Investing in the Stock Market
You may know that we, at Stone House® Retirement Income Planners, do manage our clients’ investments in the stock market.
Will you be required to invest in the stock market if you work with us?
Our emphatic answer: No! You don’t HAVE to invest in the stock market when working with us.
Fuel Your Future Financial Planning is designed to identify the best way to use your natural gas royalties based on your current finances, your financial goals, and your risk tolerance. If that doesn’t involve stock market investing, that’s fine by us.
Curious about how we develop investing strategies based on our clients? We use a Risk Tolerance Questionnaire to ensure our clients are comfortable with how their money is being managed. Watch this short video to learn more about the Risk Tolerance Questionnaire and why it matters so much to us and our clients.
YOUR NATURAL GAS ROYALTIES CAN
Fuel Your Future
Be smart with your money. Manage your gas royalties with Stone House.
