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Stonehouse Retirement Income Planners

Meet Chad Taake, CFP®

Senior Advisor

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® sits down with Chad Taake, CFP® to review the most frequent questions P&G retirees ask.

Chad Taake

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.

Phone: (513) 360-6441
Email: ctaake@stonehousemail.com

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.

Get in Touch with Chad

Fill out this contact form to reach Chad directly.

Phone: (513) 360-6441
Email: ctaake@stonehousemail.com

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!

Meet the Stone House Team

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

Robert Brown

Robert J. Brown, CFP®

Partner

Raymond "Scott" Stone

Raymond "Scott" Stone

Partner

John Burke

John Burke

Partner

Kirk Lunger

Kirk Lunger

Partner

Christine Slusark

Christine Slusark

Financial Paraplanner

Sherri Roberts

Sherri Roberts

Financial Paraplanner

Barbara Grimaud, Esq.

Barbara Grimaud, Esq.

Senior Advisor

Chad Taake

Chad Taake

Senior Advisor

Ben Robinson

Ben Robinson

Lead Advisor

Ryan Vassil, WMS℠

Ryan Vassil, WMS℠

Lead Advisor

Mike Cravath, WMS℠

Mike Cravath, WMS℠

Lead Advisor

Leanne Kulah

Leanne Kulah

Senior Client Service Specialist

Larry Alderson, CFP®

Larry Alderson, CFP®

Senior Advisor

Jennifer Schultz

Jennifer Schultz

Client Relationship Manager

Lori Brown

Lori Brown

Client Relationship Manager

Katie Johnston

Katie Johnston

Lead Advisor

Stacey Valent

Stacey Valent

Office Manager

Lindsey Chiarelli

Lindsey Chiarelli

Director of Marketing & Operations

Anna Layaou

Anna Layaou

Marketing Content Manage

PG Pre Retirement Checklist

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!
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