Meet Chad Taake, CFP®

Senior Advisor

For informational purposes only. Results may vary. Hypotheticals are illustrative, may not reflect actual outcomes. Client experiences may not represent all clients. Stone House is not affiliated with or endorsed by Procter & Gamble. Videos are provided for general informational and educational purposes only. They are not intended as personalized investment advice, nor should they be construed as a guarantee of results. Past performance is not indicative of future results.

Answers to Your Common P&G Retirement Questions

Chad works closely with a good number of P&G retirees. With his experience working at P&G, himself, he understands the nuances of their retirement plans.

In the following video, Bob Brown, CFP® CEPA® sits down with Chad Taake, CFP® to review the most frequent questions P&G retirees ask.

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How Dan Lloyd

RETIRED P&G EXECUTIVE

Partnered with Stone House to Build a Financial Team He Trusts

This unpaid testimonial is from a current client of Stone House. It may not reflect the experience of all clients and is not a guarantee of future results. This content is for informational purposes only and not personalized advice. Stone House is not affiliated with or endorsed by Procter & Gamble. CFP® is a certification owned by the CFP Board and does not imply skill or training beyond its requirements. Videos are provided for general informational and educational purposes only. They are not intended as personalized investment advice, nor should they be construed as a guarantee of results. Past performance is not indicative of future results.

Meet Dan Lloyd — a retired P&G executive who built massive teams, moved his family across states, and later faced the question: “Who manages me now?”

He didn’t want to just be his own CFO in retirement. Instead, he sought out a financial team to help manage his next chapter. In this episode, we dig into how he chose that team, what red flags to avoid, and how to take a vision for your financial future and turn it into an actionable plan.

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About Chad

Chad Taake, CFP® 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.

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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.

Descriptions of advisor experience and services are provided for informational purposes only and are not intended as testimonials or guarantees of future results.

See Chad in Action

Chad breaks down his approach to smarter retirement, tax planning, and legacy building.

Chad shows how Stone House helps clients make tax-savvy decisions year after year.

Videos are provided for general informational and educational purposes only. They are not intended as personalized investment advice, nor should they be construed as a guarantee of results. Past performance is not indicative of future results.

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Hear From a P&G Retiree and Chad's Client, Rex Jones

Listen in to hear Rex Jones recount his experience of working with Chad Taake, CFP® to plan for his retirement and then transition into retirement from P&G in Cape Girardeau, Missouri.

Rex first met Chad at a retirement income planning seminar that Chad hosted in Cape Girardeau and the two, along with Rex’s wife, have worked together ever since.

As he prepared for retirement, Rex found the Stone House Future You Analysis process “helped a lot.” He said in the interview, “You might have it in your mind what you think is going to happen, but when you actually put it on paper and see how things are going to work out in the long run, that helps out a lot.”

We, at Stone House, are honored to get to work with Rex and his family throughout his retirement and we can’t wait to see pictures from Rex’s upcoming Alaska trip!

P&G Retirement Checklist

Before, during, and after retirement, there are a lot of options to consider. It can be hard to determine what is truly important for your financial wellbeing.

That’s where the P&G Retirement Checklist comes in! We’ve developed a list of common steps most retirees should consider when retiring from P&G. Get your copy today to get started!

For informational purposes only. Stone House is not affiliated with or endorsed by Procter & Gamble.

Stone House is a fiduciary, which means we are required to act in your best interest when providing investment advice.