Scott M. Barbee and John S. Evans March 14, 2025
Crafting a Legacy with the P&G Alumni Foundation and Greater Cincinnati Foundation
P&G Employees, Alumni & Retirees
As Procter & Gamble employees and alumni, choosing a wealth management firm is one of the biggest financial decisions you’ll make. The options can be overwhelming—the key is finding a team that can lighten your load by connecting the dots of your financial life.
At Truepoint, we’ve been serving P&G employees and retirees for 30 years and counting. Whether making benefit selections, saving for retirement, or navigating equity compensation, our team has a depth of experience with the unique challenges and opportunities you face at every stage of your career with P&G.
We’re P&G Retirement Experts and We Do Our Best Work With…
Rollover the options below to see a list of questions you may be asking yourself about your financial life at every step of your journey with P&G.
Early Career
- How much should I be saving in my Savings Plan/401(k) each year?
- How should I invest my Savings Plan/401(k)?
- Should I be saving outside of my retirement plan and how?
- Can I afford to buy a home?
- What benefit elections should I be making?
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Mid-Late Career
- When can I retire?
- Should I elect options, RSUs, or cash for my performance awards?
- What is the best way to fund college education for my kids?
- How will I generate income in retirement?
- When should I exercise my options?
Let's Talk
P&G Alum
- What are my options for rolling out of the P&G Retirement Plan?
- Do you suggest the Frank Duke method?
- Can I afford a second home?
- When should I start Social Security?
- Should I invest more conservatively now that I’m retired?
Let's Talk
Your P&G Retirement Advisors
The Truepoint experience is more than just the management and distribution of your PST and Savings Plan—it’s providing you and your loved ones with a dedicated team and innovative plan that aligns with your values, generates happiness, and reduces stress.
Interested in learning if the Truepoint experience is right for you?
The Value We Offer to P&Gers
With a deep understanding of P&G’s benefits and your unique financial goals, our fully integrated service model is designed to secure your financial future. Truepoint’s collaborative approach enables us to deliver a service where the strategies, recommendations, and solutions are not just tailored to your needs, but are deeply rooted in a comprehensive understanding of P&G’s wealth-building opportunities.
Financial Planning
Comprehensive, P&G-specific planning, including STAR/LTIP elections, concentrated risk assessment, and distribution strategies for the PST/Savings Plan.
Investing
Integrated portfolio management considering PST stock holding requirements, diversification of concentrated P&G stock, and quantitative analysis of stock options.
Tax
Return preparation and fully integrated tax planning including income recognition from options and charitable gifting strategies specifically designed for P&Gers.
Estate Planning
Expert assistance tailored to the unique aspects of P&G assets, including beneficiary designations, gifting strategies, and estate tax considerations.
How should you handle having so much of your wealth tied up in P&G stock?
This is an important consideration for those under 45, and the answer depends on your particular situation—your age, your tenure with P&G, and your financial goals. In this downloadable piece, our team offers insight into how you can assess your situation and implement a strategy tailored to your specific situation and goals.
FAQ
Why work with Truepoint?
What are the fees?
Can you help me make my STAR and LTIP award elections?
Do you recommend the Frank Duke method upon retirement?
Can you help me with my taxes?
Can you help me understand when to exercise my options?
Can you help my children or parents?
