Powerful Analysis. Powerful Results.

Stonewood reports are designed to make client meetings easy and effective. Request one of our most popular reports:

• Total Tax Burden | Analyze your client's retirement tax bill
  
  
• Roth Done Right | Optimize your client's Roth conversion to minimize taxes and IRMAA
  
  
• Annuity Alpha | Show your clients the performance necessary in a managed account to match the income generated by an FIA
  
  
• Tax & Income Analysis | Evaluate potential taxes and income if your client stays in their IRA - or converts to IUL

Stonewood Financial offers prospect-to-close tools that help advisors like you dramatically grow their practices. Learn more about our marketing programs, client reports, and industry-leading training.