We’re here to help you feel confident in your financial future.


The Toolkit You Need for Retirement.

With this free toolkit, you'll learn:

  • Ways to transform your worries of retirement into confidence
  • Ways to discover the weak points in your retirement plan
  • Ways even small tweaks to your retirement plan can make a difference

We're giving you access to materials that contain strategies — free of charge.


Election Uncertainty?

From changes in tax laws that could affect retirement accounts, shifts in health care policy impacting the costs of future care and broad economic changes that could influence the performance of the stock market, presidential elections inevitably bring about change and uncertainty. This guide explores:

  • The impact of presidential elections on the stock market
  • How campaign promises could potentially affect your finances
  • How the years preceding elections can maybe provide some clues about their potential impact

Retirement Tax Bill Analysis

Do you know the size of your potential tax bill?

Find out in 3 easy steps:

  • Enter your information into the calculator
  • Immediately see your potential retirement tax bill
  • Discover options to address it

Data and calculations used to produce this report are provided by Stonewood Financial, the accuracy and completeness of which have not been verified by Family Wealth Strategies, LLC, or AEWM. Neither Family Wealth Strategies, LLC nor AEWM are affiliated with Stonewood Financial.

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