Stone House Investment Management, LLC.
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  Stone House Investment Management: (866) 923-1946

Retire With Stone House

We also specialize in planning your successful retirement from employers like P&G, local School Districts and more…

Retire Right With Stone House

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Protect Your Money

Stone House has 7 Conservative options including Stone House Principal Protect to help you sleep at night…

An alternative to low interest CD’s

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Natural Gas Planning

Leases, Pipelines, Taxes, Liabilities, Family Entities, Estate Planning, Trusts, Royalties, and more…

Find the right solutions!

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Estate Planning

Stone House Offers A Wide Variety Of Planning And Investment Options

Writing A Will And Creating A Plan For Your Estate

Estate Planning
Estate planning is the process of organizing your estate, determining where those assets will go upon your death, and maximizing the benefit of those assets while minimizing taxes. Estate Planning allows you to make sure that your assets will go to the individuals and charities that you want them to after your death. It also allows you to create rules by which those people and entities will receive those assets. If your estate is large, you can also greatly reduce the taxes that would be due from your estate following your death with a smart estate plan.

 

Family LP’s, LLC’s, and Estates & Trusts

Wealth Planning Done Right!
We can help bring your plan together and coordinate professionals

Diversify & Grow Your Nest Egg

With Our Managed Portfolios...
18 portfolio options ranging from very conservative to aggressive

Complex Situation?
Let Us Help

Let Stone House simplify your financial life, education,
planning and management.