P&G RETIREMENT INCOME PLANNING

Learn How to Manage Your Acreage Within a Business Entity

NEW Live Seminar for Natural Gas Lease Owners

Upcoming Natural Gas Seminars:

  • Wyalusing: May 24th, 2023 at 6pm at the Wyalusing Community Room on Main Street
  • Montrose: June 14th, 2023 at 6pm at the Community Foundation Building on Lake Ave

A light meal and refreshments will be served at both seminars.

Seats are limited. RSVP now to ensure you'll have a seat!

Hosted by Advisors of Stone House Retirement Income Planners

Located in Tunkhannock, PA

Robert J. Brown, CFP®

Partner

Raymond "Scott" Stone

Partner

John Burke

Partner

Kirk Lunger

Partner

Barbara Grimaud, Esq.

Senior Advisor

Ben Robinson, WMS℠

Advisor

Ryan Vassil, WMS℠

Advisor

Mike Cravath, WMS℠

Advisor

With Guest Expert and Speaker, Paul T. Rushton, Esq

Of Rosenn Jenkins & Greenwald LLP in Wilkes Barre, PA

Paul T. Rushton, Esq.

Attorney for Land Owners

Paul is a Partner at Rosenn Jenkins & Greenwald LLP, located in Wilkes Barre, PA. He specializes in counseling land owners on the formation of business entities that protect them and their assets. 

In addition to his practice, Paul energetically looks for ways to give back to his community. He serves as a member of the Board of Directors of the Greater Wilkes-Barre Chamber of Business and Industry and the Board of Directors of United Way of Wyoming Valley, as well as various committees of those organizations.

These Seminars Are For YOU If...

  • Your household is receiving more natural gas royalty income than ever before.
  • You're paying more in TAXES than you imagined ever possible... and wish to keep that to a minimum.
  • ​You're aware you've been given a once-in-a-lifetime opportunity to do something IMPACTFUL for yourself and your family. 
  • ​You're not exactly sure HOW to manage it all, especially at the rate it's flowing in. 
  • ​You're WORRIED there might be a smarter way to manage this money and your acreage but aren't sure what that might be.

What You'll Learn When You Attend a Seminar

  • How to manage your acres within an entity like a Family Limited Partnership (FLP) or a Family Limited Liability Company (FLLC).
              - An honest look at the PROS and CONS of managing your land within an entity.
              - How to choose which entity to form.
              - Which property rights should you transfer into the entity.
              - What other issues should you consider and address.
  • ​What to consider if you already manage your land within an entity. 
              - What rules must you follow and the importance of following those rules.
              - Additional steps you can consider taking now that laws have changed.
  • ​How to build wealth when managing your land within an entity. 
              - Financial planning strategies, including smart tax planning.
              - Choose the optimized savings solution, Power Savings by Stone House.
  • ​What questions to ask now and how to assemble a strong financial team ready to support you and your family.

How We Test Your Plan

  • Understand how to design a solid plan based on your assets, incomes, expenses, and social security.
  • ​Create different versions of how you might live in retirement.
  • ​​Test your plan against many different market environments.
  • ​Choose the version of your retirement that fits your needs and has the highest probability of success.

Retirement Income Planning

  • Understand your 401K and Employee Stock Ownership Plan (ESOP).
  • Avoiding the tax penalty for early distributions.
  • ​The potential impact of Required Minimum Distributions (RMD)
  • ​Preserve retirement accounts for your spouse and beneficiaries and protect it from inflation.

How to Avoid Costly Mistakes

  • Tax strategies that can save you thousands,
  • Build flexibility in your distributions so you don't get hit with penalties.
  • ​​Learn the most likely things to kill your retirement and how to avoid them.
  • Know why health care is such an important (and often overlooked) cost to consider in your plan.

Frequently Asked Questions

Is this is a sales seminar?
Answer: Not at all. This seminar is designed to educate you on how to manage your land within an entity, now that so much has changed in our economy since the natural gas industry first moved into our area over 15 years ago. 

I already have a Family Limited Partnership (FLP) set up. Is there any benefit for me to attend?
Answer: Yes. It's a great time to reevaluate the pros and cons of having your land managed within an FLP versus a Family Limited Liability Company (FLLC). This seminar will help you understand the differences so you can make the right adjustments for your situation. 

Am I obligated to work with Stone House Retirement Income Planners after I attend a seminar?
Answer: No. You may sign up for and attend one of these seminars, provided by Stone House Retirement Income Planners, and then choose to manage your own finances or work with a financial advisor of your choice. 

Does this seminar cost anything?
Answer: No. This seminar is completely FREE, including the light meal and beverages! 

I don't want to invest in the stock market. Is this still for me?
Answer: Absolutely. This is about protecting your land and 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. 

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. 

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!

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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. 

A Deep Dive on Family Limited Partnerships & LLCs

How to Keep More of Your Money With Smart Tax Planning

The Royalties Roundtable: How to Be Smarter With Your Royalties

GO FROM OWNING LAND TO

Managing Acreage

Learn how at an upcoming live seminar, hosted by Stone House.

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
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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