Stonewood Financial
Election Toolkit
Washington can have a BIG impact on your client's retirement. Are they prepared?
Enjoy a few of my favorite resources
You know the 2024 election can impact your clients and their retirement assets. So here are a few of my favorite client materials to help you share that knowledge.
If you need help implementing these resources in your sales process, connect with me below.

CEO | Stonewood Financial


Client Handout
Washington & Your Retirement: Four Risks to Watch
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Client White Paper
Washington's Growing Role in Your Retirement
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Consumer Video
The Debate in Washington & Your Retirement
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Consumer Video
Four Questions on Taxes in Retirement
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CBO Budget Graphics
FY2023 revenue and expenditures
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Options for the Deficit
CBO reports on reducing the deficit