Nurture Clients, One Book at a Time

Books designed to turn cold leads into warm conversations.

Road Less Taxed - New

The Road Less Taxed

$17.99

Want to outsmart Washington and take control of your retirement? This book teaches you how to protect yourself (and your retirement assets) from tax and legislative change. Learn how to reduce your retirement tax bill, position your assets, and achieve the retirement you deserve—no matter what happens in Washington.

The Road Less Taxed has quickly become the industry's most informative and effective book on building a tax-free retirement plan that works - regardless of who’s in office. 

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The New Holistic Retirement

$17.99

Identify the emerging risk American savers face, and learn how to overcome them with long-game thinking. If you're concerned about the success of your retirement approach in today's economy, this book can help you protect and position your retirement assets for long-term success—no matter what future market and tax conditions may be.

The No-Compromise Retirement Plan image

The No-Compromise Retirement Plan

$17.99

Ready to overcome the compromises in your IRA and live a more secure retirement? Market conditions and increasing lifespans have left many savers with uncomfortable savings decisions. This book shows you how to leverage life insurance for an innovative, analysis-based approach that overcomes your IRA’s three biggest compromises.

The New Rules of Retirement Saving image

The New Rules of Retirement Saving

$17.99

Discover the risks no one is telling you about—and how you can fix them. Today’s savers are operating under an outdated set of rules. This book offers a new set of rules, designed for today’s workers, today’s market, and today’s tax code. Learn how to overcome the three biggest risks you’ll face while you save for your future.

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Get the Book Your Way

Customize Your Book

Establish yourself as a thought-leader and open up a world of prospecting opportunities. Stonewood's Custom Book Program helps you align yourself with today's most powerful (and persuasive) retirement savings narratives.

Stonewood's Book Customization Package includes:

*Your name on the cover as author of the pre-written foreword

*Your photo and bio on the back cover

*Your contact information in the book

Package includes 50 copies of your customized book. Additional copies of your custom books may be ordered at standard or bulk pricing.

Cost: $1,299 per customized book

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Digital Book Subscription

Get unlimited access to a password-protected digital version of any of these books. Digital books are a powerful marketing tool for lead capture across social media, webinars, email marketing, and more.

The program includes:

*30-day access license, renewing every 30 days

*Start and stop access any time you want

*Can be used with our standard OR customized books

Cost: $150 for one book, $200 for two books, $250 for three books, or $300 for all four books

Road less taxed Kindle

Order in Bulk and Save

Giving out books at your seminar? Mailing them to prospects? Using them in annual reviews to increase wallet share from your clients? If you're making books an important part of your lead-gen efforts, buy them in bulk and save.

Bulk orders are available at the discounted rate of $14.99 a book + shipping.

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Powerful Books. Powerful Results.

Stonewood books are written deliberately, designed by our retirement tax experts to help you generate leads, nurture prospects, book appointments and increase wallet share from clients. 

These books open purposeful, decision-driving conversations about Roth conversions, tax diversification, and holistic planning, positioning you as an expert guide for U.S. savers.

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Easy to Read, Hard to Put Down

Each book is written to be read in under 90 minutes.

Friendly, Conversational Tone

No industry speak, just clear and persuasive stories.

Creates the Need for YOU

Books stress the importance of working with a qualified advisor.

Powerful CTAs

Narratives set up the need for tax and income analysis.

Books to Open the Conversation...
And Software to Close It.

Learn about Stonewood's suite of tax and income tools

Ready to take your practice to new heights? Stonewood's suite of client-facing toolkits, sales story reports, and industry-leading training will take you there.