Additional Stone House Services:

CLIENT ACCESS          DISCLOSURES

Additional Stone House Services:       Taxes & Accounting  

Additional Stone House Services:
  Taxes & Accounting     |     Medicare



Can you rely on your retirement for 30 years?

 


Can you rely on your retirement for 30 years?

How May We Help You?

We serve a wide variety of clients! Contact us to see how we can help with your unique situation. 

How May We Help You?

We serve a wide variety of clients! Contact us to see how we can help with your unique situation. 

Find Out How to Reach Your Retirement Goals

*Future You reports are free for those 3 years away from retirement or less.

Get a Complimentary* Future You Analysis

Fill out our questionnaire and a Stone House Advisor will provide you with a personalized estimate that includes your:
  • Potential retirement date range
  • ​Estimated income throughout retirement
  • Additional insights, such as possible healthcare and tax costs

Blue Collar Wealth Presented by Stone House™

is a weekly video podcast produced by Stone House for everyday people interested in learning more about retirement income planning and personal money management strategies. Plus, get to know Stone House team members and local community members doing great things. 
LATEST EPISODE: Is It Better to Rent or Buy a Second Home as a Snowbird?

The Latest Quarterly Investment Update

Every quarter two Stone House partners, Bob Brown, CFP and John Burke, sit down and discuss the market trends and potential effects on client investments. They provide context to the financial news you may be hearing for reassurance and insight into Stone House's investment financial strategies.

Quarter 3, 2022

Join Bob Brown, CFP® and John Burke, two of Stone House's Managing Partners, as they discuss major market happenings in the third quarter of 2022, including interest rates, movement in the bond market, commodity prices, inflation, the changing labor market, a cyclical bear market, the upcoming election cycle, and a possible recession. They also offer perspective on long-term investment strategies amidst day-to-day uncertainty.  

*Filmed on September 30, 2022 

What You Can Expect When Working with Stone House

Know You're in Good Hands with Stone House

Our one-of-a-kind investment management platform is built with security in mind. Every account has standard threshold alerts, fraud transaction monitoring, and an option for FLEX—our in-house risk management strategy that can mitigate some of the potential losses with volatile market conditions.

We Cut the Costs
of Investing for You

Using one of our strategies, Diversidex®, we invest your assets according to your risk tolerance across a wide array of assets through low-cost ETFs. 

Investing With Your Best Interests in Mind

Stone House Investment is a Fiduciary Investment Advisor Firm, meaning our team is required to create an investment strategy with YOUR interests in mind.
The Tools, Services, & Knowledge You Need 
We weren't satisfied with the status quo. We didn't want just "good enough". Over the years we have developed our own technologies, investment strategies, and client engagement processes to greatly enhance our clients' experiences. Each of our advisors has developed a depth of knowledge and we share that knowledge with each other as we address challenging scenarios.

Below is just one example of a client's journey to retirement alongside Stone House. Every client and situation is different, but this is a general idea of what to expect while working with a Stone House Advisor.

FutureYou Analysis

To get started, our Advisor will ask some basic questions concerning your current financial situation and your goals for the future. Depending on the situation, you may come in for an initial consultation right away!

Initial Advisor Consultation

Here, we would review the results of your Future You Analysis alongside mapping out possible scenarios for moving forward. Our Advisors are ready to meet with you and answer your questions!

Choose a Course of Action

Some wait until they're ready to retire to become a client. Others jump right in! Whatever your situation, we'll help you develop a plan for when you'd prefer to retire and how that could affect your account long-term.

Retire!

Time to take that leap of faith, but for you working with Stone House has provided a general roadmap for what to expect. It's time to sit back and relax knowing we've got your back! 

Managing Financial Goals

Your Advisor will set you up with routine check-ins to give you peace of mind on where your investments are at and to answer any questions you have. Thinking about buying a fishing boat? Advisors are here to help manage your financial goals like traveling or home renovations.

Social Security

Everyone who turns 62 can expect to collect social security. Your financial plan will include this planned income and show you what to expect.

Health Insurance

Our team considers the cost of your health insurance during retirement as well as Medicare plans for those who age-in at 65.

Estate Planning

Some of the hardest items to plan for include end-of-life details. From wills, trusts, power of attorney, asset management, and more, the Stone House team can help walk you through the process.

Charity & Generational Wealth

If you and your family are focused on long-term goals, whether they are to support a local organization or cause or if you simply want to create a nest egg for your loved ones, we can assess your goals and create sustainable wealth.

FutureYou

To get started, our Advisor will ask some basic questions concerning your current financial situation and your goals for the future. Depending on the situation, you may come in for an initial consultation right away!

Initial Advisor Consultation

Here, we would review the results of your Future You Analysis alongside mapping out possible scenarios for moving forward. Our Advisors are ready to meet with you and answer your questions!


Choose a Course of Action

Some wait until they're ready to retire to become a client. Others jump right in! Whatever your situation, we'll help you develop a plan for when you'd prefer to retire and how that could affect your account long-term.

Retire!

Time to take that leap of faith, but for you working with Stone House has provided a general roadmap for what to expect. It's time to sit back and relax knowing we've got your back! 



Managing Financial Goals

Your Advisor will set you up with routine check-ins to give you peace of mind on where your investments are at and to answer any questions you have. Thinking about buying a fishing boat? Advisors are here to help manage your financial goals like traveling or home renovations.

Social Security

Everyone who turns 62 can expect to collect social security. Your financial plan will include this planned income and show you what to expect.




Health Insurance

Our team considers the cost of your health insurance during retirement as well as Medicare plans for those who age-in at 65.



Estate Planning

Some of the hardest items to plan for include end-of-life details. From wills, trusts, power of attorney, asset management, and more, the Stone House team can help walk you through the process.

Charity & Generational Wealth

If you and your family are focused on long-term goals, whether they are to support a local organization or cause or if you simply want to create a nest egg for your loved ones, we can assess your goals and create sustainable wealth.

The Tools, Services, & Knowledge You Need 
We weren't satisfied with the status quo. We didn't want just "good enough". Over the years we have developed our own technologies, investment strategies, and client engagement processes to greatly enhance our clients' experiences. Each of our advisors has developed a depth of knowledge and we share that knowledge with each other as we address challenging scenarios.

Below is just one example of a client's journey to retirement alongside Stone House. Every client and situation is different, but this is a general idea of what to expect while working with a Stone House Advisor.

FutureYou

To get started, our Advisor will ask some basic questions concerning your current financial situation and your goals for the future. Depending on the situation, you may come in for an initial consultation right away!

Initial Advisor Consultation

Here, we would review the results of your Future You Analysis alongside mapping out possible scenarios for moving forward. Our Advisors are ready to meet with you and answer your questions!


Choose a Course of Action

Some wait until they're ready to retire to become a client. Others jump right in! Whatever your situation, we'll help you develop a plan for when you'd prefer to retire and how that could affect your account long-term.

Retire!

Time to take that leap of faith, but for you working with Stone House has provided a general roadmap for what to expect. It's time to sit back and relax knowing we've got your back! 



Managing Financial Goals

Your Advisor will set you up with routine check-ins to give you peace of mind on where your investments are at and to answer any questions you have. Thinking about buying a fishing boat? Advisors are here to help manage your financial goals like traveling or home renovations.

Social Security

Everyone who turns 62 can expect to collect social security. Your financial plan will include this planned income and show you what to expect.




Health Insurance

Our team considers the cost of your health insurance during retirement as well as Medicare plans for those who age-in at 65.



Estate Planning

Some of the hardest items to plan for include end-of-life details. From wills, trusts, power of attorney, asset management, and more, the Stone House team can help walk you through the process.

Charity & Generational Wealth

If you and your family are focused on long-term goals, whether they are to support a local organization or cause or if you simply want to create a nest egg for your loved ones, we can assess your goals and create sustainable wealth.

Meet The Stone House Team

Decades of combined experience in helping people enjoy retirement and reach financial freedom.

Robert J. Brown, CFP®

Partner

Raymond "Scott" Stone

Partner

John Burke

Partner

Kirk Lunger

Senior Advisor

Christine Slusark

Financial Paraplanner

Sherri Roberts

Financial Paraplanner 

Barbara Grimaud, Esq.

Lead Advisor

Chad Taake

Lead Advisor

Leanne Kulah

Office Manager

Ben Robinson, WMS℠

Advisor

Ryan Vassil, WMS℠

Advisor

Mike Cravath, WMS℠

Advisor

Our Greatest Teachers Are Our Clients
The entire team at Stone House knows that listening is the key to earning trust, developing relationships and achieving measurable success for our clients.   

We are guided by the same values that our clients live by; hard work, integrity and fairness. Using these values, we have built a business that tries to make a positive difference in the lives of those we serve. Seeing these results continues to build our passion for what we do. As the needs of our clients change, we continue to listen, to grow and evolve in order to provide the best financial and investment advice possible.

Robert J. Brown, CFP® - Partner

Bob began his career with a large financial services company, where he was educated in fundamental financial planning concepts. During that time period, he became registered as a Certified Financial Planner TM professional. For several years, he worked through an independent Broker/Dealer to allow his clients more freedom, flexibility and choice of investments. Bob has worked with hundreds of clients by helping them plan for their goals and establish appropriate allocations within their portfolios. He has dedicated countless hours to volunteer work revolving around his kids’ activities and his community. He continues to serve as an active board member of the Community Foundation of the Endless Mountains as well as the Wyoming County United Way. Admittedly, his weakness is that outside of the office Bob still believes he is 25 years old and that we’re all still living in the 80’s.

Raymond "Scott" Stone - Partner

Raymond Stone, who most of us know by his middle name "Scott", is one of our founding partners. Scott handles much of the operations and regulatory compliance issues that face Stone House on a daily basis. From technology to policies and procedures to ensuring compliance with government regulations, Scott helps keep Stone House running in peak condition. Scott also advises a select group of clients and is part of our investment management committee. He enjoys tackling tough challenges and creating solutions to difficult problems.  Over the years Scott has been involved with several community organizations such as Kiwanis, the Wyoming County Cultural Society, and the Montrose Chamber of Commerce. He enjoys traveling and spending time with his family and friends.

John Burke - Partner

John joined Stone House as an Investment Advisor Representative. He previously worked for Procter & Gamble for fourteen years. During his time with P&G, he had roles doing 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. John became a partner in Stone House in 2015.

Kirk Lunger - Senior Advisor

Kirk 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’s of utmost importance to him that he offers his clients well-informed and knowledgeable assistance in reaching their financial goals and objectives.

Christine Slusark - Financial Paraplanner

Christine earned her Bachelor of Science in Business Management from Lock Haven University in 1998. After graduating, she spent time working for a major insurance company where she earned licenses to offer Life, Health and Accident Insurance as well as securities. Christine is not only well educated in the insurance arena, but has spent numerous years in the financial advising industry. She worked as a Paraplanner in a very successful practice for a major financial advising company for over 9 years. She played an integral part in the financial planning process working very closely with clients gathering data and analyzing information. She also has experience in asset management, portfolio rebalancing and securities trading. Christine joined the Stone House team in 2010 and we are all better for it!

Sherri Roberts - Financial Paraplanner Qualified Professional™

Sherri has a diverse professional background which includes customer service, healthcare, insurance and management. She has worked with major insurance companies as a licensed producer and as an Independent Agent.  She has insurance licenses for Life, Health, Annuities and Property & Casualty. She brings a great deal of knowledge and experience as a qualified Financial Paraplanner.
In her personal time, she enjoys traveling and spending time with her family and friends. Her favorite adventure is traveling to the lovely beaches of Aruba.

Barbara Grimaud, Esq. - Lead Advisor

Barbara joined Stone House Investment Management in 2018. After attending the U.S. Naval Academy, Barbara served 5 years as a Supply Officer in the U.S. Navy. She then attended Widener University School of Law and became licensed to practice law in Pennsylvania in 2013. Barbara clerked for federal District Judge Edwin Kosik of the Middle District of Pennsylvania for 3 years. Barbara joins our team eager to work one-on-one with clients as they navigate through various aspects of their life that Stone House addresses in their Life Stack approach. Barbara looks forward to alleviating the burden of financial planning as clients prepare for their future and the future of their estates. In her spare time, you can find Barbara still practicing law, volunteering in various community groups such as the American Legion, Rotary, and the Tewksbury Committee, as well as spending time with her family, horseback riding, and snowmobiling.

Chad Taake - Lead Advisor

Chad Taake joined Stone House Investment Management, LLC as an Investment Advisor Representative in 2018. Thanks to his work ethic, he continues to work for Procter & Gamble as well. At P&G, he has had roles doing Material Development, Operations, Engineering, & Initiative Management. Chad's passion for investments started as a child, investing with his father. In college, he continued his financial learning earning a Masters in Engineering Management at the University of Missouri Rolla. When not working, Chad is often at one of the city parks with his 2 kids.

Leanne Kulah - Office Manager

Leanne joined the Stone House team in 2018. She earned her Bachelor of Science Degree from Lock Haven University in 2009 and went on to earn a Master of Science Degree from Binghamton University in 2012 (Go Bearcats)! Leanne has a varied professional background that includes extensive customer service experience. She looks forward to putting that knowledge to good use while also learning more about the financial industry and helping clients. In her spare time, she enjoys spending time with her husband and daughter and visiting family in Bradford County. 

Ben Robinson, Wealth Management Specialist℠ - Advisor

Ben joined the team as an Investment Advisor Representative in 2020. After graduating from Lock Haven University in 2016 with a major in Business Administration, Ben moved to Colorado and Utah for a few years to pursue his passion of running and starting a Nonprofit Organization. After moving back to his hometown of Tunkhannock, Ben became intrigued in the stock market and investments. He spent his free time studying market trends, technical analysis strategies, and historical data to build his own successful portfolio. When the opportunity at Stone House presented itself of combining his love of finance and helping people, it was the perfect fit. Outside of Stone House, Ben enjoys running the local mountains here in Wyoming County, traveling to the best mountain ranges in the US and Europe for trail races, and awesome adventures with his wife, Jill.

Ryan Vassil, Wealth Management Specialist℠ - Advisor

Ryan Vassil is an adviser with Stone House. He grew up in NEPA, attending Abington Heights HS and recently moved back to the area. He had been previously working in Philadelphia for a tech consulting company that serviced clients like IBM, Dell, HP, and Cisco. He liked solving complex problems for his clients to achieve their company goals but always wanted to have a career in finance and help clients on a personal level. Ryan brings the skills he learned from living and working in Philadelphia along with his background studying financial economics in college to the Stone House team and ultimately to our future and existing clients. Ryan’s investing and money management skills were first developed in college while partaking in the business/ investing club and attending the Robert McCann Wall Street leadership conferences. His main goal at Stone House is to use his passion for finance and investing to help families in the area retire with ease and comfort for many years after retirement. Ryan enjoys watching and playing sports in his free time and is probably playing golf on a sunny weekend.

Mike Cravath, Wealth Management Specialist℠ - Advisor

Mike joined the Stonehouse team after spending the early part of his career with a large finance firm. He had always enjoyed learning about the intricacies of finance and solving complex issues which is what led him to graduating with a degree in accounting and minor in forensic accounting from Marywood University. He quickly found a passion for financial advising using his abilities to help others and make a positive impact in their lives. Mike prides himself on taking a wholistic approach to financial advising. He does this by navigating his clients through all aspects of their finances and supporting them through every stage of life. Mike decided to come to Stone House because of their commitment to exceeding client expectations. In his spare time, Mike enjoys golfing, spending time with family and friends, and going on adventures with his Golden Retriever, Walter. 
Our Greatest Teachers Are Our Clients
The entire team at Stone House knows that listening is the key to earning trust, developing relationships and achieving measurable success for our clients.   

We are guided by the same values that our clients live by; hard work, integrity and fairness. Using these values, we have built a business that tries to make a positive difference in the lives of those we serve. Seeing these results continues to build our passion for what we do. As the needs of our clients change, we continue to listen, to grow and evolve in order to provide the best financial and investment advice possible.

Robert J. Brown, CFP® - Partner

Bob began his career with a large financial services company, where he was educated in fundamental financial planning concepts. During that time period, he became registered as a Certified Financial Planner TM professional. For several years, he worked through an independent Broker/Dealer to allow his clients more freedom, flexibility and choice of investments. Bob has worked with hundreds of clients by helping them plan for their goals and establish appropriate allocations within their portfolios. He has dedicated countless hours to volunteer work revolving around his kids’ activities and his community. He continues to serve as an active board member of the Community Foundation of the Endless Mountains as well as the Wyoming County United Way. Admittedly, his weakness is that outside of the office Bob still believes he is 25 years old and that we’re all still living in the 80’s.

Raymond "Scott" Stone - Partner

Raymond Stone, who most of us know by his middle name "Scott", is one of our founding partners. Scott handles much of the operations and regulatory compliance issues that face Stone House on a daily basis. From technology to policies and procedures to ensuring compliance with government regulations, Scott helps keep Stone House running in peak condition. Scott also advises a select group of clients and is part of our investment management committee. He enjoys tackling tough challenges and creating solutions to difficult problems.  Over the years Scott has been involved with several community organizations such as Kiwanis, the Wyoming County Cultural Society, and the Montrose Chamber of Commerce. He enjoys traveling and spending time with his family and friends.

John Burke - Partner

John joined Stone House as an Investment Advisor Representative. He previously worked for Procter & Gamble for fourteen years. During his time with P&G, he had roles doing 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. John became a partner in Stone House in 2015.

Kirk Lunger - Senior Advisor

Kirk 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’s of utmost importance to him that he offers his clients well-informed and knowledgeable assistance in reaching their financial goals and objectives.

Christine Slusark - Financial Paraplanner

Christine earned her Bachelor of Science in Business Management from Lock Haven University in 1998. After graduating, she spent time working for a major insurance company where she earned licenses to offer Life, Health and Accident Insurance as well as securities. Christine is not only well educated in the insurance arena, but has spent numerous years in the financial advising industry. She worked as a Paraplanner in a very successful practice for a major financial advising company for over 9 years. She played an integral part in the financial planning process working very closely with clients gathering data and analyzing information. She also has experience in asset management, portfolio rebalancing and securities trading. Christine joined the Stone House team in 2010 and we are all better for it!

Sherri Roberts - Financial Paraplanner Qualified Professional™

Sherri has a diverse professional background which includes customer service, healthcare, insurance and management. She has worked with major insurance companies as a licensed producer and as an Independent Agent.  She has insurance licenses for Life, Health, Annuities and Property & Casualty. She brings a great deal of knowledge and experience as a qualified Financial Paraplanner.
In her personal time, she enjoys traveling and spending time with her family and friends. Her favorite adventure is traveling to the lovely beaches of Aruba.

Barbara Grimaud, Esq. - Lead Advisor

Barbara joined Stone House Investment Management in 2018. After attending the U.S. Naval Academy, Barbara served 5 years as a Supply Officer in the U.S. Navy. She then attended Widener University School of Law and became licensed to practice law in Pennsylvania in 2013. Barbara clerked for federal District Judge Edwin Kosik of the Middle District of Pennsylvania for 3 years. Barbara joins our team eager to work one-on-one with clients as they navigate through various aspects of their life that Stone House addresses in their Life Stack approach. Barbara looks forward to alleviating the burden of financial planning as clients prepare for their future and the future of their estates. In her spare time, you can find Barbara still practicing law, volunteering in various community groups such as the American Legion, Rotary, and the Tewksbury Committee, as well as spending time with her family, horseback riding, and snowmobiling.

Chad Taake - Lead Advisor

Chad Taake joined Stone House Investment Management, LLC as an Investment Advisor Representative in 2018. Thanks to his work ethic, he continues to work for Procter & Gamble as well. At P&G, he has had roles doing Material Development, Operations, Engineering, & Initiative Management. Chad's passion for investments started as a child, investing with his father. In college, he continued his financial learning earning a Masters in Engineering Management at the University of Missouri Rolla. When not working, Chad is often at one of the city parks with his 2 kids.

Leanne Kulah - Office Manager

Leanne joined the Stone House team in 2018. She earned her Bachelor of Science Degree from Lock Haven University in 2009 and went on to earn a Master of Science Degree from Binghamton University in 2012 (Go Bearcats)! Leanne has a varied professional background that includes extensive customer service experience. She looks forward to putting that knowledge to good use while also learning more about the financial industry and helping clients. In her spare time, she enjoys spending time with her husband and daughter and visiting family in Bradford County. 

Ben Robinson, Wealth Management Specialist℠ - Advisor

Ben joined the team as an Investment Advisor Representative in 2020. After graduating from Lock Haven University in 2016 with a major in Business Administration, Ben moved to Colorado and Utah for a few years to pursue his passion of running and starting a Nonprofit Organization. After moving back to his hometown of Tunkhannock, Ben became intrigued in the stock market and investments. He spent his free time studying market trends, technical analysis strategies, and historical data to build his own successful portfolio. When the opportunity at Stone House presented itself of combining his love of finance and helping people, it was the perfect fit. Outside of Stone House, Ben enjoys running the local mountains here in Wyoming County, traveling to the best mountain ranges in the US and Europe for trail races, and awesome adventures with his wife, Jill.

Ryan Vassil, Wealth Management Specialist℠ - Advisor

Ryan Vassil is an adviser with Stone House. He grew up in NEPA, attending Abington Heights HS and recently moved back to the area. He had been previously working in Philadelphia for a tech consulting company that serviced clients like IBM, Dell, HP, and Cisco. He liked solving complex problems for his clients to achieve their company goals but always wanted to have a career in finance and help clients on a personal level. Ryan brings the skills he learned from living and working in Philadelphia along with his background studying financial economics in college to the Stone House team and ultimately to our future and existing clients. Ryan’s investing and money management skills were first developed in college while partaking in the business/ investing club and attending the Robert McCann Wall Street leadership conferences. His main goal at Stone House is to use his passion for finance and investing to help families in the area retire with ease and comfort for many years after retirement. Ryan enjoys watching and playing sports in his free time and is probably playing golf on a sunny weekend.

Mike Cravath, Wealth Management Specialist℠ - Advisor

Mike joined the Stonehouse team after spending the early part of his career with a large finance firm. He had always enjoyed learning about the intricacies of finance and solving complex issues which is what led him to graduating with a degree in accounting and minor in forensic accounting from Marywood University. He quickly found a passion for financial advising using his abilities to help others and make a positive impact in their lives. Mike prides himself on taking a wholistic approach to financial advising. He does this by navigating his clients through all aspects of their finances and supporting them through every stage of life. Mike decided to come to Stone House because of their commitment to exceeding client expectations. In his spare time, Mike enjoys golfing, spending time with family and friends, and going on adventures with his Golden Retriever, Walter. 

Stone House Tax, Business and Municipal Accounting

Tunkhannock Office

Jennifer Smith-Crary

Business and Tax Consultant

Diana Patton

Business and Municipal Consultant

QuickBooks Certified ProAdvisor
Intuit Certified Bookkeeping Professional

Samantha Hayward

Business and Municipal Consultant

QuickBooks Certified ProAdvisor
Intuit Certified Bookkeeping Professional

Lynne Binner

Business and Municipal Consultant

Christina Kaleta

Office Manager

Towanda Office

Ben DeNault, CPA

Accounting Consultant

Kasey Elliot

Senior Accounting Assistant

Amanda Weinman

Accounting Assistant

Stone House Medicare Insurance Advisors

Stephanie Holdt

Medicare Insurance Advisor

Meet With Us From The Comfort Of Your Home

Getting the right retirement solutions has never been easier. Just give us a call or meet us on Zoom.

We Can Help You Over The Phone
866-923-1946

Just give us a call! We can help you find the best solutions right over the phone. No need to leave your home!

We Can Meet With You In A Video Conference, Share Our Screen With You, And Even Help You Do Things On Your Computer. 

Stone House Meet is a super simple video meeting solution. You can join one of video meetings on your smart phone, tablet or computer right from your home!
Now Let's Look At Why Good Planning Is The Key To Saving Your Retirement
Hi, this is Scott Stone, one of the partners at Stone House. I first joined Bob Brown in this business in 2003. Many of our first clients were good, hard-working people who saved their whole lives for retirement. Does that sound like you?
 
Many retired in the mid-to-late 1990’s. They had saved up a lot of money, but they didn’t know how to protect their money against the future. Some of them even went to a financial adviser that a friend or colleague recommended. In many cases, those advisers didn’t do a good job, or worse, abused the client’s trust just to sell them an expensive product they didn't need so they could generate a large commission.

When the tech bubble burst and the bear market of 2000-2003 came around, they found out why good planning is the key to a happy retirement. All of the sky high projections their financial advisers promised them didn’t come true and they found themselves in portfolios that had lost too much money. They were taking withdrawals that were too high and their account values shrank quickly to levels that made their retirement lifestyles unsustainable.

Some then hired us to try to help them cobble together a way forward. We called it “Retirement Rehab”. There were many sad conversations as we showed how their current plans were unsustainable and in order to not completely run out of money, they would have to dramatically cut their spending or go back to work.

Those early years really drove our passion to help people manage their retirement savings the right way from day one. Now, each of our clients gets a Future You Retirement Stress Test as they approach retirement and we reevaluate that Stress Test as the years go on and their situations change.

We would love to help you protect your retirement savings too. If you have saved up over $100,000 and you are considering retirement or are already retired, we can help you to protect your money and your lifestyle.

Want to Take the Next Step Toward Retirement?

Fill out this form to speak with a Stone House Advisor. No obligation. No cost.
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Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
80 West Tioga Street
Tunkhannock, PA 18657
Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble, Cargill, or PSERS. P&G is a registered trade mark of Procter & Gamble. 
Disclosures:

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.