Stonewood Financial
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All Products & Services
Client-facing Roth conversion analysis reports for prospect meetings. Shows staged conversion math - no exhaustive data needed.
Stonewood Financial is a financial planning software platform that provides independent advisors with client-facing analysis tools, lead generation resources, and professional training. The platform operates independently from insurance marketing organizations and avoids commission involvement, allowing advisors to work with any carrier or IMO. The software suite includes Roth Done Right for Roth conversion tax analysis, Annuity Alpha for comparing annuities and managed accounts, Legacy Done Right for wealth transfer planning, and Total Tax Burden for tax snapshot reports. Additional resources include books, seminars, marketing toolkits, and calculators. Training is available through study groups, live events, virtual courses, and coaching sessions. Membership tiers cover entire advisory teams.
Compares potential income from a Fixed Indexed Annuity vs. a brokerage account. Drives annuity sales and overcomes objections.
Stonewood Financial Reviews
About
The Growth Engine For Independent Financial Advisors
Our services are designed for one bold purpose: To transform your business. With Stonewood software, turn-key marketing programs, and training and coaching, you get access to proven sales and marketing approaches — and the tools to close business with them. Seminars and lead generation tools for prospecting. Brochures and handouts for client meetings. Customized client reports to close business. It's a complete package sure to power you to success. Advisors use our tools to: Grow their practices Diversify their client offerings Stay compliant in today’s regulatory environment Join our subscription-based website at StonewoodFinancial.com. Connect with us on social media: X : https://x.com/_Stonewood Facebook: https://www.facebook.com/StonewoodFinancial/