Analyze Taxes. Attract New Clients. Close More Business.
Retirement Tax Bill landing page – branded to your practice
Proven lead funnel content and process
Powerful Tax Analysis reports
Complete coaching and training
Stonewood Roth Tools & Membership delivers:
Retirement Tax Bill Landing Page
Customized list-building tool to attract, nurture and convert leads based on Stonewood’s powerful tax story
Tax Analysis Software
Powerful client reports evaluating taxes, wealth, income and more from optimized retirement strategies.
Turn-Key Marketing
Done-for-you lead funnels, email copy, social media posts, videos, white papers and more – all customizable to your practice.
Coaching & Training
Customized onboarding for your team, and ongoing group and individual training to maximize your value from RTB and the Stonewood tax story.
Other Purchasing Options
BASIC $198.00/MONTH
Proposal software for clients with non-qualified funds
Accompanying marketing resources
Get Started
BASIC+ $348.00/MONTH
Proposal software for clients with qualified and non-qualified funds