Trusted Financial Advice, Just Steps Away.
Learn how IRFCU members are weighing their options with a FREE Stone House financial plan.
Stone House nor its representatives are not affiliated with Ingersoll Rand Federal Credit Union (IRFCU).
Products Built Around Your Goals
Financial Planning Built Around Your Goals
Build an investment portfolio using your savings
Investment Portfolio Management
Create a Retirement income plan or manage old 401(k)s
Retirement Planning
MEET THE TEAM
LARRY
ALDERSON, CFP®
Senior Advisor
KATIE
JOHNSTON
Lead Advisor
JENNIFER
SCHULTZ
Lead Advisor
LORI
BROWN
Client Relationship Manager
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Submitting this form does not create an advisory relationship with Stone House Investment Management.
I, as a client/prospective client, am aware that IRFCU (“Solicitor”) has a referral arrangement with Stone House Investment Management, LLC (“Stone House”), an SEC-registered investment adviser. Under this agreement, the Solicitor receives 10% of the advisory fees Stone House earns from referred clients.
This referral fee is paid by Stone House from its standard advisory fees and does not increase the cost to clients. Referred clients pay the same fees as any other Stone House clients of similar size and services.
This arrangement is governed by a written agreement between Solicitor and Stone House – Written Disclosure Statement.
Prospective clients will receive Stone House’s Form ADV Part 2A and Part 3 (Form CRS) prior to entering into any advisory agreement. Copies are also available here: https://www.stonehouseinv.com/disclosures/.
Advisory services are offered only in jurisdictions where Stone House is properly registered or exempt. All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
Stone House will maintain information submitted through this form in accordance with its Privacy Policy. Copy is available here: https://www.stonehouseinv.com/disclosures/.
Stone House nor its representatives are not affiliated with Ingersoll Rand Federal Credit Union (IRFCU).
What Can Stone House Help With?
Stone House is a Financial Fiduciary, meaning we’re obligated to serve YOUR best interests.
Private Wealth
We offer exclusive private wealth management services that cater to the unique needs of high-net-worth individuals. Our strategies are personalized to help you manage, grow, and transfer your wealth strategically.
Investment Management
Our personalized investment management services are designed to support the growth and preservation of your wealth over time. We focus on creating a balanced portfolio that aligns with your financial goals and adapts to market changes.
Business Investment Management
Our business investment management services are tailored to business owners looking to optimize their investment strategies. We help you pursue returns while managing risks associated with business investments.
Asset Management
We take a holistic approach, managing your portfolio with a focus on balancing risk and reward, ensuring that your assets are aligned with your financial goals and lifestyle needs.
Retirement Planning
Tailored strategies to help you achieve your retirement goals. Our team works closely with you to create a plan that is designed to help you pursue a comfortable and secure retirement based on your lifestyle.
Trusts
Our trust services are designed to protect your legacy and provide for your loved ones. We help establish trusts that reflect your wishes and help provide security for future generations.
Highly Appreciated Stock
Have stocks that have soared in value? Highly appreciated stocks may provide opportunities for wealth building.
Business Succession Planning
Planning for the future of your business is essential. Business succession planning encourages a seamless transition of leadership and ownership. A well-structured plan helps to protect your company’s value, minimizes tax burdens, and safeguards your employees.
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Diversification and asset allocation do not ensure a profit or guarantee against loss.
