Thinking About Retiring From Cargill?
Get answers on possibly when or how to do so.
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?
- Visualize your future retirement income.
- Feel confident in your plan by testing against hundreds of scenarios.
- Balance your financial goals and lifestyle in transitioning to retirement.
- Receive suggestions from an Advisor versed in Cargill retirement strategies.
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
Sayer Martin, CFA
Chief Investment Officer
Christine Slusark
Financial Paraplanner
Sherri Roberts
Financial Paraplanner
Barbara Grimaud, Esq.
Senior Advisor
Chad Taake, CFP®
Senior Advisor
Ben Robinson
Lead Advisor
Ryan Vassil, WMS℠
Lead Advisor
Mike Cravath, WMS℠
Lead Advisor
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