Stone House Is An Independent Company And Is Not Affiliated With Or Endorsed By Cargill.

Stone House Retirement Income Planners

Do You Have Enough Saved to Retire from Cargill?

Use Our Retirement Checklist to Know What You Should Prepare for Before Retiring

Know the Steps of Retiring From Cargill

With Our Retirement Checklist, You Can Plan for the Road Ahead.

  • Gather all the necessary materials. Get your Vanguard and social security estimates. Run a retirement analysis to see what retirement will look like.
  • ​Prepare a Health Insurance Plan. Review your needs and options related to health insurance, and find what fits your needs.
  • Consider Your Options for Financial Freedom. Review your options for investment using your 401(k).
  • ​​Plan your retirement lifestyle. Assess the lifestyle you would like to have in retirement and understand your retirement income options.

Once you hit SEND ME A COPY, you’ll receive the PDF Checklist via email.

GET YOUR FREE CHECKLIST

We Make Retirement from Cargill a Simple, Three-Step Process

A dedicated Stone House Advisor will guide you through the retirement planning process and stay with you throughout your retirement.

Plan

Our Retirement Guide is a great place to start!

Our Cargill Retirement Guide includes a check list of steps to complete before retiring. It also includes strategies to get the most out of your retirement considering you and your family’s needs.

Know the Steps of Retiring From Cargill

With Our Retirement Checklist, You Can Plan for the Road Ahead.

  • Gather all the necessary materials. Get your Vanguard and social security estimates. Run a retirement analysis to see what retirement will look like.
  • ​Prepare a Health Insurance Plan. Review your needs and options related to health insurance, and find what fits your needs.
  • Consider Your Options for Financial Freedom. Review your options for investment using your 401(k).
  • ​​Plan your retirement lifestyle. Assess the lifestyle you would like to have in retirement and understand your retirement income options.

Once you hit SEND ME A COPY, you’ll receive the PDF Checklist via email.

GET YOUR FREE CHECKLIST

Retire

We help you easily transition from work to retirement.

We can assist in the retirement process to make it easy and stress-free. We will help you choose the best options, open any accounts needed, and help make sure you retire with financial security.

Invest

You'll need a mix of growth and safety in retirement.

Build upon your retirement and gain financial freedom with a custom investing strategy. Diversidex® is our Diversified Index ETF platform that invests your assets according to your risk tolerance across a wide array of assets through low-cost ETFs. 

Hey Neighbor! Our Cargill Retirement Specialists Focus on Helping Northeastern Pennsylvanians.

Get A Free Copy Of Our 20-Point Checklist for Cargill Retirement.

We review these items with each of our clients when they are considering or planning their retirement.

  • Gather all the necessary materials. Get your Vanguard and social security estimates. Run a retirement analysis to see what retirement will look like.
  • Prepare a Health Insurance Plan. Review your needs and options related to health insurance, and find what fits your needs.
  • ​Consider Your Options for Financial Freedom. Review your options for investment using your 401(k).
  • ​Plan your retirement lifestyle. Assess the lifestyle you would like to have in retirement and understand your retirement income options.
20-Point Checklist for Cargill Retirement

Know the Steps of Retiring From Cargill

With Our Retirement Checklist, You Can Plan for the Road Ahead.

  • Gather all the necessary materials. Get your Vanguard and social security estimates. Run a retirement analysis to see what retirement will look like.
  • ​Prepare a Health Insurance Plan. Review your needs and options related to health insurance, and find what fits your needs.
  • Consider Your Options for Financial Freedom. Review your options for investment using your 401(k).
  • ​​Plan your retirement lifestyle. Assess the lifestyle you would like to have in retirement and understand your retirement income options.

Once you hit SEND ME A COPY, you’ll receive the PDF Checklist via email.

Get Your FREE Copy

Cargill Retirement Resources

When planning your retirement from Cargill, you may need to check out these sites.

Cargill Employee Benefits

Cargill Employee Benefits

Find information regarding your 401(k) account and Employee Stock Ownership Plan (ESOP).

Visit This Site

Social Security Administration

View and update your information, request a Social Security Estimate, or sign up for Social Security Benefits.

Visit This Site

Meet the Stone House Team

Decades of combined experience in helping people enjoy retirement and reach financial freedom.

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ROBERT J. BROWN,
CFP®, CEPA®

Co-Founder & Managing Partner

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RAYMOND “SCOTT” STONE

Co-Founder & Managing Partner

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JOHN BURKE

Managing Partner

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KIRK LUNGER

Partner

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SAYER MARTIN, CFA

Chief Investment Officer

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CANDICE LIGHTFOOT

Chief Compliance Officer

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BARBARA GRIMAUD, ESQ.

Senior Advisor

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KURTIS MEDEIROS, CEPA®

Director of Mergers, Acquisitions, & Recruiting

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CHAD TAAKE, CFP®

Senior Advisor

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LARRY ALDERSON, CFP®

Senior Advisor

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KATIE JOHNSTON

Lead Advisor

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BEN ROBINSON

Lead Advisor

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RYAN VASSIL, WMS℠

Lead Advisor

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MIKE CRAVATH, WMS℠

Lead Advisor

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JENNIFER SCHULTZ

Lead Advisor

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ZACHARY POLOVITCH

Advisor

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TODD MONAHAN, JR.

Advisor

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AIDAN BROWN

Advisor

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CHRISTINE SLUSARK

Financial Paraplanner

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SHERRI ROBERTS

Financial Paraplanner

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LEANNE KULAH

Senior Client Service Specialist

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LORI BROWN

Client Relationship Manager

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STACEY VALENT

Office Manager

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RILEY SMITH

Client Relationship Manager

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KATELYN MARTIN

Client Relationship Manager

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LINDSEY CHIARELLI

Director of Marketing

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ANNA LAYAOU

Head of Client & Community Relations

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BRITNEY DORMAN

Head of Advisor Growth

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MEGAN ERICSON

Digital Marketing & Campaign Manager

Want to Take the Next Step Toward Retirement from Cargill?

Request to speak with a Stone House Advisor. No obligation. No cost.