WHERE RETIREES GO FOR ADVICE
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Stone House Stories

Get to know our team.

How A Horse Named Charlie Could Save Your Retirement
Passing It Forward - Mike Cravath, WMS℠
Teeing Up Your  Retirement - Ryan Vassil, WMS℠
Enduring the Road Ahead - Ben Robinson, WMS℠
Retirement Farmer - Raymond Stone
From The Navy to The Stone House - Barb Grimaud
Retirement Engineer - Chad Taake
My lifelong professional passion has always been around investment management and financial planning.

In fact, my first exposure to financial planning started when I was a young boy mowing neighbors’ lawns to make some money during the summer. My father taught me about saving, investing, and how you can grow your money through investing. This became a key bonding area for us.

In college, I decided to pursue the “safe” path in engineering, as I knew there was a long successful career ahead with that degree, and the safety of an engineering degree seemed right as I had plans to marry my high school sweetheart. 

Fast forward about 10yrs, my wife, a brilliant and successful marketer, finally convinced me to pursue my passion and supported me in becoming a financial adviser. However, after researching several firms, nothing felt right. 

I needed a company that would support my learning, support my passion, but also not push the sales aspect of many financial planning firms. I wanted to truly help people make better financial choices, have a hand in the portfolios I managed for clients, and I didn’t want to get paid through commissions for products I recommended to my clients. 

One day I was talking to a friend of mine, and he mentioned an investment advisory firm that works with a number of Procter & Gamble employees and retirees. In fact, a partner of the firm, John Burke, had worked for P&G for over 15 years, spending his last 5 years doing financial advising part-time. 

I didn’t expect much when I sent an email to John at Stone House Retirement Income Planners. But it was just the opposite. After one chat with John, I know that I wanted to be a part of the Stone House team. 

They were a small but growing company that has used some of P&G’s best practices like DMS (Daily Management System) and PDCA (Plan Do Check Act) in their business operations. These systems were very familiar to me as a P&G employee and felt like second nature. Plus, they helped the company be more efficient, but most importantly to help clients’ total financial wellbeing. It was more than just investment management with Stone House. 

Fast forward to today... as a proud member of the Stone House team, I am proud to be establishing the Stone House brand, practices, and methodology outside of Tunkhannock with a focus on Cincinnati and Cape Girardeau, Missouri. 

The more and more experience I get as a financial planner, the more reassured I am that I made the right decision. As a financial planner with Stone House, I am my clients Financial Coach & Project Manager. 

With over 13 years of project management experience with P&G, I am now getting to leverage the strength and capability I have built with that experience alongside my lifelong passion for investment management. This opportunity has allowed me to take my passion for investment, tie in my experience working with P&G, and develop an interest in entrepreneurship as I grow my book of business. Most importantly, I get to truly impact people’s lives to set them up for a retirement that meets their goals by extending the values I’ve learned in P&G and beyond. 

I am hopeful that my work ethic, my capabilities, and my trustworthiness as a P&G colleague will give you the confidence to give me a shot.  Interested in setting up a time to talk? Please reach me by email, at CTaake@StoneHouseMail.com, or by phone, at (513) 360-6441.

Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By Procter & Gamble.
Staring Out The Window - Bob Brown, CFP®
Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
80 West Tioga Street
Tunkhannock, PA 18657
Disclosures:

*Assets as of 5/15/21

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services. 

No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

 Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change. 

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details. 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Wealth Management Specialist ℠ and WMS ℠ designations are issued by the College for Financial Planning® And are subject to established standards of conduct.
You can verify designee status at http://cffpdesignations.com or call 800-237-9990.

This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. 

Stone House®, Diversidex®, and LifeStack® are registered trademarks. All rights reserved.