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
We are ready to make 2018 the best year yet for our clients!
As our specialty is helping others plan their financial futures, we strive to offer our clients one-on-one support so they can navigate their financial plan with ease. Our client process truly is a collaboration that begins amongst our own team.
Your golden years are approaching faster than you think. Have you thought about how you want to spend your days ahead? At Stone House, we have helped our clients accomplish the ultimate celebration of their working years, a retirement bucket list! From globe-trotting and experiencing new cultures, to downsizing and enjoying relaxed days surrounded by
We are very excited to announce the addition of our newest member to our Stone House team, Todd Shelton. With a focus on retirement planning for Procter and Gamble employees, Todd will be working with clients right in his hometown community as an Investment Advisor Representative. We are happy to share Todd&rsq
Happy New Year! As the mark of a new year allows us to focus on new beginnings, it is a great time to reevaluate financial goals and measure the progress that has been made. Whether you fell below or surpassed your expectations, allow yourself to have a fresh perspective and focus your forthcoming efforts on what matters most, the issues that directly