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

Stone House Retirement Income Planners

Thinking About Retiring From Cargill?

Get answers on possibly when or how to do so.

Cargill Future You Analysis

Many Cargill retirees don’t know where to start when it comes to retirement. Why not begin with a simple, effective plan to understand where you are and where you’re going?

Request a FREE Cargill Future You Analysis!

See what the possibilities are for your savings and investments and what kind of lifestyle you can lead in retirement.

What is a Future You Analysis?

A Future You is a simple, yet helpful, analysis that our Advisors complete with clients in order to understand when they could potentially retire and what that retirement lifestyle might look like.

It’s a snapshot of how prepared you are for retirement and what potential issues you might want to plan for before leaving your job. Cargill employees have a specific Future You assessment that is based on their retirement benefits.

After filling out this form, an Advisor will be in touch with you in 1-2 business days. Here’s what you can expect after submitting your request for a Future You:

A FREE Future You Analysis

One of our Advisors will ask you a few necessary questions to understand your financial goals. They’ll guide you through assessing your financial health and lay out the groundwork for getting started. After a brief discussion, the Advisor will run scenarios to find options that align with your retirement goals.

A FREE Meeting with an Advisor

After reviewing your details, an Advisor will sit down with you one-on-one to explain your options. During this meeting, feel free to ask questions or adjust your financial goals. Our Advisors are here to help you understand what to plan for in the coming years before and after retirement.

Confidence Moving Forward

Ultimately, we want those who work with our Advisors to feel confident in their retirement plan. By completing a Cargill Future You, you will have a clearer picture of what your retirement could look and what steps you should take to get there.

Meet the Stone House Team

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

Robert J. Brown, CFP®

Partner

Raymond "Scott" Stone

Partner

John Burke

Partner

Kirk Lunger

Partner

Christine Slusark

Financial Paraplanner

Sherri Roberts

Financial Paraplanner

Barbara Grimaud, Esq.

Senior Advisor

Chad Taake

Senior Advisor

Ben Robinson

Lead Advisor

Ryan Vassil, WMS℠

Lead Advisor

Mike Cravath, WMS℠

Lead Advisor

Leanne Kulah

Senior Client Service Specialist

Larry Alderson, CFP®

Senior Advisor

Jennifer Schultz

Client Relationship Manager

Lori Brown

Client Relationship Manager

Katie Johnston

Lead Advisor

Stacey Valent

Office Manager

Lindsey Chiarelli

Director of Marketing & Operations

Anna Layaou

Marketing Content Manage