clarity on retirement & Investments within reach.

Learn how others are weighing their options with a FREE and personalized Stone House financial plan.

Neither Stone House nor its representatives are affiliated with Beverly Koehler Bookkeeping.

Offer For Beverly Koehler Bookkeeping Clients

FREE Meeting & Analysis with a Certified Financial Planning® Financial Advisor

Meet one-on-one with a Certified Financial Planning® professional to answer your most pressing financial questions.
Evaluate your financial plan to uncover tax-saving opportunities.
Prepare for the future with a retirement income plan.
Design a financial plan that complements your estate strategy and legacy aspirations.

NEW

Products Built Around Your Goals

Learn what’s possible with the help of a Stone House Advisor to answer your financial questions and assess your goals.

Tax-Efficient Strategies

Designed to help clients understand the potential tax implications of their financial decisions.

Explore

Retirement Income Plan

Understand your potential retirement date and the risks you may need to consider.

Get Started

Generational Wealth

Align your financial strategy with your estate planning and long-term legacy goals.

Learn More

CHAD TAAKE, CFP®

Senior 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.

Book a FREE Meeting with Chad

By submitting this form, you acknowledge that Beverly Koehler Bookkeeping has a referral arrangement with Stone House Investment Management, LLC (“Stone House”), an SEC-registered investment adviser, and may receive a referral fee if you become a Stone House client. Under this arrangement, Beverly Koehler Bookkeeping receives a referral fee equal to 10% of the advisory fees Stone House earns from referred clients. This referral fee is paid by Stone House from its standard advisory fees and does not increase the advisory fees you pay; referred clients pay the same advisory fees as other Stone House clients of similar size and services. Submitting this form does not create an advisory relationship with Stone House.

This arrangement is governed by a written agreement between Solicitor and Stone House – Written Disclosure Statement.

Prospective clients will receive Stone House’s Form ADV Part 2A and Part 3 (Form CRS) prior to entering into any advisory agreement. Copies are also available here: https://www.stonehouseinv.com/disclosures/.

Advisory services are offered only in jurisdictions where Stone House is properly registered or exempt. All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

Stone House will maintain information submitted through this form in accordance with its Privacy Policy. Copy is available here: https://www.stonehouseinv.com/disclosures/.

Stone House nor its representatives are not affiliated with Beverly Koehler Bookkeeping.

What Can Stone House Help With?

Stone House is a Financial Fiduciary, meaning we’re obligated to serve YOUR best interests.

Retirement Planning

Tailored strategies to help you achieve your retirement goals. Our team works closely with you to create a plan that is designed to help you pursue a comfortable and secure retirement based on your lifestyle.

Investment Management

Our personalized investment management services are designed to support the growth and preservation of your wealth over time. We focus on creating a balanced portfolio that aligns with your financial goals and adapts to market changes.

Asset Management

We take a holistic approach, managing your portfolio with a focus on balancing risk and reward, ensuring that your assets are aligned with your financial goals and lifestyle needs.

Trusts

Our trust services are designed to protect your legacy and provide for your loved ones. We help establish trusts that reflect your wishes and help provide security for future generations.

Private Wealth

We offer exclusive private wealth management services that cater to the unique needs of high-net-worth individuals. Our strategies are personalized to help you manage, grow, and transfer your wealth strategically.

Highly Appreciated Stock

Have stocks that have soared in value? Highly appreciated stocks may provide opportunities for wealth building.

Business Investment Management

Our business investment management services are tailored to business owners looking to optimize their investment strategies. We help you pursue returns while managing risks associated with business investments.

Business Succession Planning

Planning for the future of your business is essential. Business succession planning encourages a seamless transition of leadership and ownership. A well-structured plan helps to protect your company’s value, minimizes tax burdens, and safeguards your employees.

All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Diversification and asset allocation do not ensure a profit or guarantee against loss. Stone House does not provide legal or tax advice.