When asked to name their most valuable asset, most people would identify their tangible items, investments, or properties, but nearly all fail to recognize that their ultimate prized possession is themselves. In times where you can own insurance on nearly every household item, many haven't even purchased an insurance policy on their own life. While the basic concept of
Our Stone House process is as solid as our namesake.
Our individualized approach builds a customized plan for your days ahead.
When you work with Stone House, it's personal! Our Advisors begin by assessing your goals, your concerns, and your current situation. This is your retirement. Why not accomplish your dreams?
The best feature of our Advisors? They actually LISTEN!
It's not about having you sign a disclosure or fill in the check boxes on a list,
it's about hearing you emphasize what's most important to you and making sure that the advice we're giving shares that same priority.
From that point on, you're no longer flying solo.
OUR team is YOUR team.
From day one... to the years ahead, whenever life throws you the next curve ball, we're on your side.
We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Any good plan starts with a strong design; let us create a custom BluePrint designed to help you achieve your goals. Click here to learn more about this exclusive process created by our Stone House team.
“Stone House is not in any way affiliated with Procter and Gamble. P&G is a registered trademark of Procter and Gamble”
Latest Blog Posts
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If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent where their money is working for them as opposed to them working for money? The problem for many is that kind of choice is an abstract exercise of futility as they struggle to navigate the waters of daily living paycheck-to-paycheck or in a c