Run Your Sample Analysis

Do you know your Retirement Tax Bill?

Run a Sample Analysis

Stonewood's Retirement Tax Bill | List Builder & Lead Generator is a powerful prospecting and marketing tool for your practice. 

Curious how it works? Run a sample report on yourself or a client of your choice. Then, click here to schedule a demo and see all the benefits in the RTB program.


Stonewood Financial offers prospect-to-close tax and income tools that help advisors like you dramatically grow their practices. Advisor training, marketing programs, client reports, and industry-leading practice development events are all part of Stonewood Membership.