As financial advisors, we are continually seeking ways to keep information safe online. As identity theft and fraud are becoming increasingly more common, we all have to be more diligent to protect our identities and assets. A recent experience that impacted one of our clients illustrates a real-world example of identity theft and how we were able to protect our client from the scam
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
With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as we’ll get. Still, in these cash-strapped times, curbing all costs and expenses is a priority for most people, and buying life insurance is no different. While the cost of life insurance is predicated upon several factors over which we have little
Age 30 is a divergent time in most of our lives. To the young, it’s the time when you’re thrust into full-blown adulthood, whether you’re ready or not. To the young at heart, 30 may be considered the early years before your true confidence shines, in your career, in your relationships, or even in yourself. Either way, your 30s are an incredible age when you&r