Do You Have Enough Saved to Retire from P&G?
Use Our Retirement Checklist to Know What You Should Prepare for Before Retiring
We Make Retirement from P&G a Simple, Three-Step Process
A dedicated Stone House Advisor will guide you through the retirement planning process and stay with you throughout your retirement.
PLAN
Our Retirement Guide is a great place to start!
Our P&G Retirement Guide includes a check list of steps to complete before retiring. It also includes strategies to get the most out of your retirement considering you and your family’s needs.
RETIRE
We help you easily transition from work to retirement.
We can assist in the retirement process to make it easy and stress-free. We will help you choose the best options, open any accounts needed, and help make sure you retire with financial security.
INVEST
You'll need a mix of growth and safety in retirement.
Build upon your retirement and gain financial freedom with a custom investing strategy. DiversidexĀ® is our Diversified Index ETF platform that invests your assets according to your risk tolerance across a wide array of assets through low-cost ETFs.Ā
Find Out How to Reach Your Retirement Goals
*Future You reports are free for those 3 years away from retirement or less.
Get a Complimentary* Future You Analysis
Fill out our questionnaire and a Stone House Advisor will provide you with a personalized estimate that includes your:
- Potential retirement date range
- Estimated income throughout retirement
- Additional insights, such as possible healthcare and tax costs
All About P&G Retirement Planning with Kirk Lunger
In this episode of Blue Collar Wealth presented by Stone HouseĀ®, join Bob Brown, CFPĀ® as he sits down with advisor and partner Kirk Lunger to discuss the ins and outs of retiring from P&G. Theyāll cover how helpful the four pillars of retirement planning are and what you may want to consider when trying to ātime the marketā as you set a retirement date.
Hear from P&G Retirees
Our Procter & Gamble Retiree Video Series shows you the wisdom of those retirees that have gone before you, the experiences they have had and the lessons they have learned.
Meet the Stone House Team
Decades of combined experience in helping people enjoy retirement and reach financial freedom.
ROBERT J. BROWN,
CFPĀ®, CEPAĀ®
Partner
RAYMOND “SCOTT” STONE
Partner
JOHN BURKE
Partner
KIRK LUNGER
Partner
SAYER MARTIN, CFA
Chief Investment Officer
CANDICE LIGHTFOOT
Chief Compliance Officer
BARBARA GRIMAUD, ESQ.
Senior Advisor
CHAD TAAKE, CFPĀ®
Senior Advisor
LARRY ALDERSON, CFPĀ®
Senior Advisor
KATIE JOHNSTON
Lead Advisor
BEN ROBINSON
Lead Advisor
RYAN VASSIL, WMSā
Lead Advisor
MIKE CRAVATH, WMSā
Lead Advisor
JENNIFER SCHULTZ
Lead Advisor
ZACHARY POLOVITCH
Advisor
TODD MONAHAN, JR.
Advisor
LORI BROWN
Client Relationship Manager
CHRISTINE SLUSARK
Financial Paraplanner
SHERRI ROBERTS
Financial Paraplanner
LEANNE KULAH
Senior Client Service Specialist
STACEY VALENT
Office Manager
LINDSEY CHIARELLI
Director of Marketing & Operations
ANNA LAYAOU
Marketing Content Manager
BRITNEY DORMAN
Head of Advisor Growth
P&G Retirement Resources
When planning your retirement from P&G, you may need to check out these sites.
P&G Retirement Plans Website
View and update your Profit Sharing & Savings Plan information, reallocate your investments, and request retirement distributions.
P&G Stock Direct Investment
View and update your P&G stock investment account, get forms, buy or sell stock, and request distributions.
Social Security Administration
View and update your information, request a Social Security Estimate, or sign up for Social Security Benefits.
Want to Take the Next Step Toward Retirement from P&G?
Request to speak with a Stone House Advisor. No obligation. No cost.
