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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Inheritance / Lump Sum

Stone House Offers A Wide Variety Of Planning And Investment Options

Taxes On Inheriting Money Or Lump Sum

Inheritance / Lump Sum
Inheriting assets or receiving a large lump sum is rarely a bad thing, but the tax and investment ramifications can create confusion. Understanding the complex issues and making smart decisions regarding your new wealth can help you preserve it for a life time. Let us help you navigate through these issues and make the right decisions

 

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.