For our neighbors in Bradford County
You read the guide. Let's talk about what's next.
Selling land to a data center company is a big choice. A local Stone House advisor is ready to sit down with you. This meeting is your chance to talk through your options, your numbers, and what to do next, with no pressure and no cost to you.
This complimentary meeting is educational. Nothing is sold, and there is no obligation to buy or use any product or service. Stone House is not affiliated with any developer, buyer, broker, or land assembly group. Educational content only; not investment, tax, or legal advice.
From your guide
Remember the three numbers?
Your guide walked through three numbers that matter more than any single offer. A big number on paper can still turn into a smaller number in your pocket, once fees, debts, and taxes come out. We’ll help you find all three before you sign anything.
The Offer
What the developer puts in front of you.
The Net
What's left after fees, debts, and taxes.
The Living Number
What that money can support for the rest of your life.
If you already wrote down your numbers in the guide, bring it with you. If you haven’t yet, that’s all right too. We can work through it together at your own pace.
Our promise to you
You don't have to do this alone
Here is what you can count on from us, every single time.
We are not affiliated with any developer, buyer, broker, or land assembly group.
We will not pressure you to sell.
We will not pressure you to invest.
We will help you find your real net number.
We will help you think through where you’ll live next.
We will work with your realtor, accountant, and attorney.
We will respect your privacy.
We will still help you plan, even if you decide not to sell.
Familiar faces
Meet your neighbors at Stone House
You may already know some of these faces, from the ball field, the grocery store, or a table at the diner. Any one of them would be glad to sit down with you.
Financial Advisors & CPA Tax Review
This is the team you’ll sit down with. Some conversations are about your investment plan. Some are about the tax side of your net number, which Ben leads. Every advisor here is glad to help you think it through.
Larry Alderson CFP®
Stone House Advisor
Jennifer Schultz
Stone House Advisor
Katie Johnston
Stone House Advisor
Ben DeNault CPA®
Managing Partner & CEO of Stone House Tax & Business
Michael Cravath WMS℠
Stone House Advisor
Ben Robinson
Stone House Advisor
Todd Monahan CEPA®
Stone House Advisor
Zach Polovitch
Stone House Advisor
Kurtis Medeiros CEPA®
Stone House Advisor
Aidan Brown CEPA®
Stone House Advisor
Supporting Staff
Our Client Relationship Managers and Office Manager support the advisor team. They are not investment adviser representatives and do not provide investment advice.
Lori Brown
Client Relationship Manager
Riley Smith
Client Relationship Manager
Stacey Valent
Office Manager
Ben DeNault leads our CPA Tax Review through Stone House Tax, Business & Municipal Planning, LLC (“TBMA”), our tax and accounting affiliate under common ownership with Stone House Investment Management; see the affiliate and conflict-of-interest disclosure in the footer.
CEPA® (Certified Exit Planning Advisor) is a certification mark of the Exit Planning Institute, awarded to individuals who complete its certification program and meet its continuing education and ethical requirements. You can learn more or verify designee status at exit-planning-institute.org.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 cffpdesignations.com or by calling 800-237-9990.
No cost. No obligation.
What happens when you call
There is no cost and no obligation to sit down with us. Bring your guide with your notes in it, along with any offer or paperwork you’ve received. We’ll help you sort out what you know, what you’re still guessing at, and what to do next.
What to bring, if you have it
- The offer or option agreement
- Last year's tax return
- Any records of what you've put into the property
- Your deed
- A rough list of debts
This conversation is educational. Please talk with a qualified tax professional and attorney before making any final decisions about your land sale.
When you're ready
Give us a call, or pick a time online
Whichever way is easiest for you is the right way.
1. Give us a call
The easiest option for most folks. Call and we’ll get you on the calendar.
(570) 627-6131
1. Fill out the form
Tell us a little about your situation and the best time to reach you. We’ll call you back.
Submitting this form does not create an advisory relationship with Stone House Investment Management.
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.
Contacting us does not establish an advisory relationship. Stone House Investment Management, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.
FINANCIAL PLANNING OFFICE
319 Main Street
Towanda, PA 18848
TAX OFFICE
140 Golden Mile Rd
Towanda, PA 18848
PHONE
(570) 627-6131
Important Disclosures
Investment advisory services are offered through Stone House Investment Management, LLC (“Stone House”), an SEC-registered investment adviser. 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.
This page is a publication of Stone House Investment Management, LLC and is provided for informational and educational purposes only. It should not be construed as personalized investment, tax, or legal advice, as a recommendation to buy or sell any security, or as a recommendation to sell, or not to sell, any property or interest in property. It is not a complete analysis of the subjects discussed. No results are guaranteed.
Stone House and its representatives are not affiliated with, sponsored by, or endorsed by any data center developer, land buyer, real estate broker, land assembly group, site consultant, or utility involved in data center development in Bradford County or elsewhere. Stone House receives no compensation from any such party in connection with this page or with any land transaction described on it.
The Landowner Guide referenced on this page, and the questions and worksheets in it, are general educational and planning tools. They are not personalized investment advice, and using them does not establish an advisory relationship with Stone House. Any examples or figures referenced are hypothetical and shown for illustrative purposes only. They are not representative of actual client results. Results may vary and are not guaranteed.
Stone House does not provide legal services or legal advice. Please consult a qualified attorney for guidance specific to your situation. Tax strategies referenced in the Landowner Guide are illustrative and may not apply to all individuals; tax outcomes depend on your specific facts and circumstances and should be evaluated with a qualified tax professional.
Tax preparation and accounting services referenced on this page and in the Landowner Guide, including the CPA Tax Review led by Ben DeNault, are provided by Stone House Tax, Business & Municipal Planning, LLC (“TBMA”), an affiliate of Stone House Investment Management, LLC under common ownership. TBMA is not a registered investment adviser and does not provide investment advisory services. Tax preparation services are offered separately from Stone House’s investment advisory services, and you are under no obligation to use either service as a condition of using the other. TBMA and Stone House have a revenue-sharing arrangement under which TBMA may receive compensation when a TBMA client is referred to Stone House for advisory services. This arrangement creates a financial incentive for TBMA to make such referrals and is a conflict of interest you should consider in deciding whether to work with either firm.
All investments involve risk, including the possible loss of principal. Investments are not risk free and should be considered carefully before investing. Securities may lose value. Past performance is not indicative of future results, and Stone House Investment Management, LLC does not guarantee the performance of any strategy or portfolio.
