Turn Conversations
Into Clients
Stonewood software helps financial advisors simplify complex retirement decisions through clear, client-facing reports.
From tax strategies to income planning to legacy maximization, every report is built to help prospects understand their options, trust your recommendations, and take action.
Built for Real Client Conversations
- Analyze taxes, income, legacy and more
- Client-facing reports generated in minutes
- Designed for in-meeting use
- Built to turn prospects into clients
Request Your Sample Report
Roth Done Right
Show clients how Roth strategies impact taxes & IRMAA in retirement.
- Powerful Roth conversion analysis
- Analyze IRMAA, taxes and conversion pattern
- Designed for high-value retirement accounts
Built for tax-focused conversations that drive action
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Annuity Alpha
Bring clarity to annuity decisions using real market-based comparisons.
- FIA vs brokerage account analysis
- Evaluate Income & Longevity Impact
- Built to overcome common objections
Helps clients understand FIA value instantly
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Legacy Done Right
MAXIMIZE AFTER-TAX WEALTH - USING LIFE, ANNUITY AND ROTH STRATEGIE
- Evaluate tax and IRMAA savings
- Model legacy from Life or Roth/Life blend
- Year-by-year scenario comparisons
Turns complex legacy discussions into clear next steps
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Total Tax Burden
Show your prospects their retirement tax bill - in under 60 seconds
- Snapshot of taxes paid vs. taxes saved
- Opens the tax conversation with clients and prospects
- Can be run for every meeting in advance
Uncover your prospect’s tax problem - fast
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Make Better Decisions, Faster
Stonewood software turns conversations into action. Visual reports simplify the decision and streamline the sales process.
- Compare strategies for income, legacy, taxes and more
- No tax returns or sensitive client information required
- Easy to run, easy to present - so your clients can make informed decisions fast
Client-Facing Reports Built Around Real Planning Conversations
Tax & Roth Reports
Taxes are one of the largest, least understood risks in retirement.
Stonewood reports help you quantify taxes and IRMAA for your client - both during conversion strategies and over their lifetime in retirement. Optimize your client’s Roth conversion so they can clearly see the benefits and take action now.
Income & Annuity Reports
Overcome the #1 objection to annuities: Are they a good deal?
These reports evaluate the growth needed in a managed account to match the guarantees of annuity income strategies, helping clients quickly see the value of the approaches you’re recommending.
Legacy & Life Insurance Reports
Many savers have excess funds in their IRAs that will be passed to heirs as a legacy.
Stonewood reports help maximize your client's legacy through tax-free strategies that leverage Roth, life insurance and annuity appraoches.
Reports for Your Top Client Conversations
Tax Reports
Quantify and reduce your client’s retirement tax burden.
Life Reports
Evaluate income and legacy potential across different account types.
Annuity Reports
Compare income strategies and address annuity objections with clarity.
Built for Client Meetings, Not Back Office Work
Most financial planning software delivers more data. Stonewood is built to deliver the right data - data that drives decisions fast.
- Clear visuals clients understand instantly
- No complex or technical report formats
- Designed to sit between you and your client
- Helps prospects take action faster
Pricing
Includes our complete suite of software, lead gen tools and training.
One membership covers your entire team.
$329/month - includes unlimited reports
Why Advisors Choose
Stonewood Software
- Faster, clearer client conversations
- Stronger confidence in recommendations
- Better prospect conversion
- More productive meetings
- Increased wallet share
Get a Free Report for Your Client
The best way to understand Stonewood is to see it in action.
We'll run a real report using your client scenario so you can experience the power of Stonewood reports in your next client meeting.
Takes 30 minutes. Shows you how to close business faster.