Managing the P&G Retirement LandscapeSubmitted by Stone House Investment Management, LLC on June 9th, 2017
Are you considering retiring in the next five years? Have you considered the impact of rising healthcare costs and the ever changing healthcare landscape on your retirement?
At Stone House, we specialize in helping Procter and Gamble retirees plan the next chapter of their lives, outside of the plant. As a matter of fact, some of our advisors have a combined 24 years of experience working for P&G. Our team understands because they have worked on the line, too!
Managing your retirement comes with a host of intricate decisions. We have custom made a Work & Retirement Plan that guides P&G employees through the entire retirement process. We cover, in extensive detail, the concepts you may have heard in the break room, like how your preferred P&G stock shares can utilize a tax strategy called Net Unrealized Appreciation vs 72(t), “locking in the stock”, tax aspects of preferred and common stock, etc. Based on our extensive experience working with P&G retirees, we have developed a detailed checklist to ensure no element is overlooked in analyzing and executing a successful, calculated, and rewarding retirement.
John M. Burke (pictured left) joined Stone House Investment Management, LLC as an Investment Advisor Representative in 2008, and currently holds the positions of Portfolio Manager, Lead Advisor, and Partner. Having previously worked for Procter & Gamble for fourteen years, he held various roles in Supply Chain, Operations & Initiative Management. John’s work in investments and financial planning started while at the University of Notre Dame where he earned a MBA degree. Since then, he has managed his own portfolios using mixes of quantitative, fundamental and technical strategies. In 2002, John also started up a successful small business.
Kirk Lunger (pictured middle) joined the team at Stone House Investment Management, LLC as an Investment Advisor Representative in 2014. He began his financial career as an accountant at Northeast Concepts, Inc. in Dallas, PA. He has always been passionate about the inner-workings of finance, business and investing, since earning a BS in Accounting from Misericordia University. As a financial advisor he loves being able to communicate those passions to his clients by guiding them through unfamiliar terrain. Kirk concentrates heavily on helping families navigate the complex retirement process; ensuring the best strategies are established to protect a client’s assets and income up to and throughout retirement. In his spare time, he loves spending his out-of-office hours on the golf course, in the outdoors, but most of all spending time with his family. It is of utmost importance to him that he offers his clients well-informed and knowledgeable assistance in reaching their financial goals and objectives.
Todd Shelton (pictured right) became a Lead Advisor at Stone House Investment Management, LLC in 2016. Having worked for Procter & Gamble for 10 years, Todd grew up in a P&G family with his father serving over 28 yrs as a P&G technician. He earned a degree in Mechanical Engineering from Missouri School of Science and Technology, which fostered his desire to work with others and create solutions for long term goals, even in challenging environments. Todd has a passion for coaching and helping others achieve their financial objectives. He uses his experience in the manufacturing industry to deliver a straight-forward, practical approach to the complex retirement process. When not in the office, Todd enjoys hunting, fishing, and camping with his family. Todd also enjoys being actively involved in his church.
How does the retirement landscape work for you?
Neither Stone House nor its representatives are affiliated with or endorsed by Procter & Gamble. P&G is a registered trade mark of Procter & Gamble.