Custom Book Program

A custom book is a great way to establish yourself as a thought-leader and transfer authority from our retirement tax experts to yourself and your practice.

On the cover of your custom book, you will be listed as the author of The Road Less Taxed’s foreword. The foreword is pre-written and compliance-reviewed.

Your photograph and biography (1,000-character limit) will appear on the back of the book.

If you are in an office with multiple advisors, all can be listed as authoring the foreword, and the book bio can be about your office as a whole.

Your office’s contact information will appear inside the book. If you have multiple office locations, all can be listed.

You can download a sample book customization here:

• Single Advisor
• Multi-Advisor Office

You will pay a one-time Book Customization fee of $1,299, which includes 50 print copies of your custom book.

You may order additional print copies of your custom book at any time at the standard, bulk pricing rate of $14.99 / book.

You can also access a digital version of your book for $150 / month. The digital version of your custom book gives you unlimited access to a password-protected online book perfect for use in marketing, lead gen and lead nurture campaigns.

Click below to see a sample customized book for Adam Advisor at Sample Advisory Group.

Click here for single advisor customization.

If you are in a multi-advisor office and would like more than one advisor listed as author of the foreword, click below to see a sample of how the book can be customized to your office

Click here for multi-advisor customization

Our book customization form will ask for:

• Your office contact information (multiple office locations can be accommodated)
• Your headshot
• Your biography (1,000-character limit)
• Any disclosure you are required to list on marketing materials by your state or licensing authority

After submitting your information and payment, you’ll receive your custom book proof in 4-5 business days.

Once the book is approved, it takes 2-3 weeks for your custom books to be printed, shipped, and arrive at your office. Expedited shipping is available if needed - please make a note on your Custom Book Order Form if you have a timeline constraint.

Some offices choose to customize a book for each lead advisor or advisor who will be using the book at seminars, client meetings and prospecting events.

Other offices choose to list multiple advisors as co-authors of the foreword and choose a group photo for the back of the book, along with a biography about the firm itself.  Both options are easily accommodated through the Book Customization Form.

Absolutely. Click here to access a digital copy of the book.

The Road Less Taxed was written to serve as a powerful education tool for financial advisors serving their clients with tax-free strategies. It includes calls-to-action for the reader to meet with a qualified advisor and have their own tax risk analyzed to see if adjustments are needed.

Here’s a synopsis of the book:

For decades, Americans were taught to save for retirement by deferring their taxes. But today’s retirees face a very different reality. Rising government debt, shifting demographics, and constant legislative change have made retirement more tax-sensitive than ever before.

In The Road Less Taxed, you’ll discover how decisions made in Washington can directly affect your retirement assets – and how to protect yourself from these legislative changes. With most Americans holding the majority of their retirement savings in tax-deferred accounts like IRAs and 401(k)s, even small changes in tax law can have an outsized impact on how much income they get to keep.

This book shows you how to think differently about retirement taxes and identify strategies that may help you stay in control—no matter what happens in Washington. You’ll learn:

• Why traditional IRAs and 401(k)s expose retirees to future tax uncertainty
• How Washington can raise retirement taxes without touching tax brackets
• What long-term tax trends mean for retirement income planning
• How strategies like tax diversification and Roth conversions may help reduce lifetime taxes
• Why proactive planning matters more than predicting future politics

Written for thoughtful savers, The Road Less Taxed is about building a retirement plan that works – regardless of who’s in office. If you want a smarter, more resilient approach to protect your assets, reduce unnecessary taxes, and maintain control over your financial future, The Road Less Taxed is for you.

Ideal for readers who:

• Are age 50+ and planning for retirement
• Have significant savings in IRAs or 401(k)s
• Worry about future tax increases
• Want clarity without political noise

Your custom book will be available in both print and digital formats.

Print books are available at bulk pricing for $14.99 / book and can be ordered directly through Stonewood at any time.

Our Digital Book Program provides unlimited access to a password-protected online version of your custom book, perfect for use in email marketing, lead gen and lead nurture campaigns. The cost is $150 / month.