# Stonewoodfinancial

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/stonewoodfinancial
- **Dataset:** https://optimly.ai/brand/stonewoodfinancial.json
- **Markdown:** https://optimly.ai/brand/stonewoodfinancial/llms.txt
- **Official website:** https://stonewoodfinancial.com
- **Slug:** stonewoodfinancial
- **Categories:** wealth-management-investing

## Overview

- **Tagline:** 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.
Source: Brand's website (https://stonewoodfinancial.com) · 2026-10-04

- **Description:** 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.
Source: Brand's website (https://stonewoodfinancial.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - 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.
Source: Brand's website (https://stonewoodfinancial.com) · 2026-10-04

- **Pricing:** Membership/Subscription model for access to software, lead generation tools, and training programs.
Source: Brand's website (https://stonewoodfinancial.com) · 2026-10-04

## Audience

- **Target industry:** Independent Financial Advisors, Financial Advisory Practices, IMO (Independent Marketing Organization) and Carrier Partners.
Source: Brand's website (https://stonewoodfinancial.com) · 2026-10-04

Page last updated 2026-10-04.