Where Do You Stand with Your Retirement Plan?
Transitions at work often bring important questions. Taking the time to understand your options can help you feel more grounded and more confident about what comes next.
If you work in healthcare in the Valley, this may be a natural moment to pause and review your retirement options.
Schedule a free, no pressure, no obligation-consultation with an Advisor to review your options.
Neither Stone House nor its representatives are affiliated with or endorsed by Tenor Health Foundation or its affiliates.
Understanding your options can bring greater clarity to your next steps.
Too often, people delay planning because they feel unsure—or worry they’re missing something they don’t yet understand.
Changes at work often bring questions about what to do next with your retirement plan.
You're not alone if you've wondered:
- Should I stay in my current retirement plan, move to the new one, or consider an IRA?
- What fees might I be paying under each option?
- What are the tax implications now and in the future?
- Does this affect when I’m able to retire?
Taking time to understand how your current choices fit into the bigger picture can make a meaningful difference.
A simple retirement readiness review can help bring those decisions into focus—so you’re not guessing, reacting, or putting things off, but moving forward with greater confidence and clarity.
Meet the Stone House Advisors
KURTIS MEDEIROS, CEPA®
Director of Mergers, Acquisitions, & Recruiting
RYAN VASSIL, WMS℠
Lead Advisor
MIKE CRAVATH, WMS℠
Lead Advisor
ZACHARY POLOVITCH
Advisor
TODD MONAHAN, JR.
Advisor
AIDAN BROWN
Advisor
Request A Free Meeting Today
This is a complimentary meeting to discuss retirement plan options for potential retirees for employees of Tenor Health Foundation such as: Wilkes-Barre General Hospital, Scranton General Hospital, and Moses Taylor Hospital.
After filling out this form, you’ll be paired with one of our Stone House Advisors for a Retirement Readiness Review or to simply discuss your options regarding retirement benefits.
Stone House Investment Management, LLC is an SEC-registered investment adviser. This seminar is for informational purposes only and does not constitute investment, tax, or legal advice. All investing involves risk, including possible loss of principal. Attendance does not create an advisory relationship.
By submitting your information through this form, you agree to allow Stone House Investment Management to use the provided information for marketing purposes. This may include, but is not limited to, sending promotional emails, newsletters, and other marketing communications.
This referral program is offered by Stone House Investment Management, LLC (“Stone House”), an SEC‑registered investment adviser. Registration does not imply a certain level of skill or training. Certain individuals may receive a nominal gift card (not exceeding $1,000 annually) for referring participants to Stone House seminars. This compensation is provided regardless of whether advisory services are engaged and does not create an obligation for referred individuals to become clients. This seminar is for informational and educational purposes only and should not be construed as personalized investment, tax, or legal advice. All investments involve risk, including the possible loss of principal. Attendance does not create an advisory relationship.
