Stonewoodfinancial
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Overview
Tagline Brand's website · 2026-10-04
Stonewood Financial is not an IMO and has zero commission involvement, allowing advisors to use their tools with any carrier through any IMO. Their tools provide real insights and practical, easy-to-present strategies for client conversations on complex financial topics like Roth conversions, annuities, life insurance, and retirement tax burdens.
Description Brand's website · 2026-10-04
Stonewood Financial provides a growth engine for independent financial advisors, offering client-facing software, lead generation tools, and training programs designed to help them close more business, grow faster, and retain prospects.
Offerings
Core capabilities Brand's website · 2026-10-04
- Client-facing financial analysis software (Roth Done Right
- Annuity Alpha
- Legacy Done Right
- Total Tax Burden)
- lead generation tools (custom books
- seminars
- marketing toolkits
- landing pages
- calculators)
- and comprehensive training programs (conferences
- courses
- 1:1 coaching) for independent financial advisors.
Pricing Brand's website · 2026-10-04
Membership/Subscription model for access to software, lead generation tools, and training programs.
Audience
Target industry Brand's website · 2026-10-04
Independent Financial Advisors, Financial Advisory Practices, IMO (Independent Marketing Organization) and Carrier Partners.
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Claim Stonewoodfinancial — free →Page last updated 2026-10-04.