Be the Advisor Who Wrote the Book
Want the authority of a book - without having to write it? Stonewood’s custom book program establishes you as a thought-leader and opens up a world of prospecting opportunities. Your name on the cover. Your foreword inside. Customized to your practice and shipped to your door. Your book can be ready to use in as little as 10 days.
No writing required.
Building Your Authority
Stonewood's Custom Book Program helps you align your practice with today's most powerful (and persuasive) retirement tax narratives. Your package includes:
- Your name on the cover as author of the foreword
- Your headshot and bio on the back cover
- Your office contact information printed inside
- Your first 50 print copies, delivered to your door
copies sold
to you
required
Trusted by the Carriers and IMOs
You Work With
and many more...
Educate, Inform, Entertain… And Close Business
Stonewood books are built around one idea:
Educated prospects convert better.
Think about the last time someone handed you a book. You appreciated the gesture. Maybe you opened it that night. If the topic mattered to you you kept reading.
That's the difference a book can make in your prospect's hands. It gives them time and space to absorb your approach before you ever sit down together.
The challenge? Writing, editing and publishing a book can take a year or more - and it’s hard work.
Stonewood’s custom book program solves this problem for independent advisors. Our turn-key process gets a custom-branded book into your client’s hands - fast.
Stonewood books are written, tested and client-approved, covering today’s most pressing retirement savings topics: mitigating taxes, maximizing income and planning a legacy.
$1,299
- One-time fee
- 50 custom copies included.
Additional copies available at wholesale price of $14.99 / book.
Get StartedSee Stonewood’s Four Customizable Books
Discover our Titles
- Member Bulk Pricing: $12 per/book
- Non-Member Bulk Pricing: $14.99 per/book
From Order to Doorstep in Three Steps
Submit Your Info
Fill out the customization form with your headshot, a bio, office contact details, and any compliance disclosures your state requires. Complete your information in under 10 minutes
Approve Your Proof
You'll receive a digital proof within 4 to 5 business days. Review it, request adjustments if needed, and approve when you're satisfied.
Get Your Books
Once approved, printing takes 2 to 3 weeks. Expedited shipping is available if you have a seminar or event on the calendar. Just note it on your form
Putting Your Book to Use
Every Stonewood book is written with your practice in mind, setting the stage for better client conversations and motivating prospects to act.
Stonewood Books are Written to Be:
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Easy to Read, Hard to Put Down
Written to be read in under 90 minutes, making them accessible, engaging, and actionable
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Clear & Conversational
No industry jargon. Just simple stories that make complex topics easy to understand.
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Built to Create Demand for Your Advice
Each book highlights the importance of working with a qualified advisor like you.
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Designed to Lead to Action
Every narrative builds toward action — readers are ready to meet with you to implement these strategies.
How Elite Advisors Use Their Custom Books
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Dinner seminars
Reinforce your presentation and increase appointments booked.
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Email funnels
Nurture your leads to drive engagement and tax education
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Social media
Lead capture to request a copy.
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Podcast, TV & Radio
Powerful CTA for inbound phone calls and clicks.
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Client meetings
Open the tax conversation with annuity and AUM clients.
Taxes. Income. Legacy. A Book for Every Retirement Savings Topic.
The Road Less Taxed
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.
The No-Compromise Plan
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 Holistic Retirement
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 New Rules of Retirement Saving
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.
Here’s What Elite Advisors Say About Their Custom Book
Go Digital Too
Your custom book is also available as a password-protected digital edition, built for email campaigns, social media lead capture, and webinar follow-ups.
$150/month. 30-day license. Start and stop anytime. Works with your custom-branded edition.
Customize Your Book
Ready to get started? Click the button below to customize your book. You'll receive your digital proof within 4 to 5 business days.
Questions? Stonewood’s team is here to help. Fill out the form to the right and we’ll reach out.
Connect with Our Team
Frequently Asked Questions
Yes. You’re listed on the cover as the author of the foreword. The foreword is pre-written and compliance-reviewed. Your headshot, bio, and contact info round out the customization.
Each advisor can customize their own edition, or you can list multiple advisors as co-authors with a group photo and firm bio. Both formats go through the same customization process
Your proof will arrive n 4 to 5 business days after you submit the customization form. Printing and shipping take 2 to 3 weeks after approval. Expedited shipping is available for event deadlines.
Yes, anytime. Additional copies of your custom book can be ordered at any time for $14.99 each at bulk pricing, plus shipping.
Yes. $150/month gets you a password-protected online edition of your custom book. It’s a strong fit for email marketing, social media lead generation, and webinar follow-up campaigns. Start and stop anytime.
What Does a Custom Book Look Like?
Click below to see a sample customized book for Adam Advisor at Sample Advisory Group.
If you are in a multi-advisor office and would like more than one advisor listed as author of the foreword, click below to see a sample of how the book can be customized to your office
What Information Will I Need to Submit to Customize the Book?
Our book customization form will ask for:
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Your office contact information (multiple office locations can be accommodated)
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Your headshot
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Your biography (1,000-character limit)
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Any disclosure you are required to list on marketing materials by your state or licensing authority
Can I Read a Copy of The Road Less Taxed?
Absolutely. Click here to access a digital copy of the book.
The Road Less Taxed was written to serve as a powerful education tool for financial advisors serving their clients with tax-free strategies. It includes calls-to-action for the reader to meet with a qualified advisor and have their own tax risk analyzed to see if adjustments are needed.
Here’s a synopsis of the book:
For decades, Americans were taught to save for retirement by deferring their taxes. But today’s retirees face a very different reality. Rising government debt, shifting demographics, and constant legislative change have made retirement more tax-sensitive than ever before.
In The Road Less Taxed, you’ll discover how decisions made in Washington can directly affect your retirement assets – and how to protect yourself from these legislative changes. With most Americans holding the majority of their retirement savings in tax-deferred accounts like IRAs and 401(k)s, even small changes in tax law can have an outsized impact on how much income they get to keep.
This book shows you how to think differently about retirement taxes and identify strategies that may help you stay in control—no matter what happens in Washington. You’ll learn:
- Why traditional IRAs and 401(k)s expose retirees to future tax uncertainty
- How Washington can raise retirement taxes without touching tax brackets
- What long-term tax trends mean for retirement income planning
- How strategies like tax diversification and Roth conversions may help reduce lifetime taxes
- Why proactive planning matters more than predicting future politics
Written for thoughtful savers, The Road Less Taxed is about building a retirement plan that works – regardless of who’s in office. If you want a smarter, more resilient approach to protect your assets, reduce unnecessary taxes, and maintain control over your financial future, The Road Less Taxed is for you.
Ideal for readers who:
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Are age 50+ and planning for retirement
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Have significant savings in IRAs or 401(k)s
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Worry about future tax increases
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Want clarity without political noise
Custom Branded Books for Financial Advisors
Give a prospect a retirement book with your name on the cover, and turn a cold lead into a warm conversation. Stonewood’s advisor book program lets you hand clients a proven, ready-to-go book that reinforces the strategies you recommend, without writing a word yourself.
More than 80,000 copies sold, and trusted by hundreds of the industry’s top advisors.
A book builds trust fast
A book does something a brochure or a one-pager cannot. It gives a prospect time and space to understand the problem, learn your approach, and validate your recommendations before they ever sit down across from you. Advisors who hand a prospect a book can walk into the first meeting with trust already built.
The catch is that writing a book is a months-long project most advisors never finish. Stonewood solves that. Our books are already written, already proven with readers, and ready to carry your name as author of the foreword. You get the authority of an authored book without the year of work it usually takes to produce one.
Written by retirement tax experts, these books turn complex strategies into clear, engaging narratives a client can read in an evening, revisit later, and pass along to a friend.
The Books
The Road Less Taxed: The industry’s most effective book on building a tax-free retirement plan that works regardless of who is in office. It teaches readers how to help protect their retirement assets from tax and legislative change, reduce their retirement tax bill, and position their assets for the retirement they want.
The No-Compromise Plan: For savers ready to address the compromises in their IRA. Market conditions and longer lifespans have left many savers with uncomfortable decisions. This book shows an analysis-based approach that uses life insurance to help overcome an IRA’s three biggest compromises.
The New Holistic Retirement: Identifies the emerging risks American savers face and shows how to address them with long-game thinking. For clients concerned about their approach in today’s economy, it lays out how to help protect and position retirement assets for the long term, whatever future market and tax conditions may bring.
The New Rules of Retirement Saving: Today’s savers are working from an outdated set of rules. This book offers a new set, designed for today’s workers, today’s market, and today’s tax code, and walks readers through the three biggest risks they may face while saving for the future.
Get the books your way
Stonewood’s advisor book program offers four retirement books written by tax experts, available three ways: bulk orders at $14.99 per book, a digital subscription at $150 per book for 30-day access, and a custom-branded edition at $1,299 that puts your name, photo, and bio on the book as author of the foreword and includes your first 50 copies.
Bulk orders
Wholesale pricing at $14.99 per book plus shipping. Ideal if you are handing books out at a seminar, mailing them to prospects, or using them in annual reviews to add value with existing clients.
Digital subscription
Unlimited access to a password-protected digital version of any book for $150, on a 30-day license you can start and stop anytime. A strong fit for lead capture across social media, webinars, and email. Works with the standard or customized books.
Customized books
For $1,299, get a book with your name on the cover as author of the pre-written foreword, your photo and bio on the back cover, and your contact information inside. The package includes your first 50 copies, with additional copies available at standard or bulk pricing.
How elite advisors use the books
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Dinner seminars. Reinforce your presentation and increase the appointments you book.
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Email funnels. Nurture leads and drive engagement with tax education.
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Social media. Use a book offer as a lead-capture hook to request a copy.
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Podcast, TV, and radio. A clear call to action for inbound calls and clicks.
We're not an IMO. That's the point.
Stonewood delivers proven sales and marketing tools to advisors ready to grow. We are not an IMO. That independence means our marketing tools can be used to enhance the ways you currently market, no matter who you work with. The authority is yours, the leads are yours, and the book is built to support your recommendations.