Resource Library
eBooks
The Differentiators of Wealth
The Differentiators of Wealth exposes the hidden framework that separates people who merely accumulate assets from those who build lasting financial confidence. This book explains why two households with the same income, the same investments, and the same market conditions can end up with radically different outcomes—and why the difference has almost nothing to do with luck or intelligence.
If you want clarity instead of complexity, confidence instead of guesswork, and a financial strategy designed to endure, this book will change how you think about wealth forever.
The Essence of Wealth
The Foundations of Building a Meaningful Financial Life
When Gary Preisser and Shea Swenson founded Stonebriar Financial, they did so with a clear objective: to challenge an industry that too often relies on generic models and underdelivers for clients...
The Cashflow Clock
The Cash Flow Clock offers a simple yet powerful framework to help retirees and pre-retirees align their investments with their income needs.
In it we break down complex financial planning into three easy-to-understand categories—Lazy, Safe, and Risky Money—based on when you'll need to use your assets.
Whether you're looking for peace of mind or a smarter strategy, this book helps you confidently manage your finances and plan for a secure retirement.
Articles
Stonebriar Financial: Redefining Wealth Management Beyond the Status Quo
When Gary Preisser and Shea Swenson founded Stonebriar Financial, they did so with a clear objective: to challenge an industry that too often relies on generic models and underdelivers for clients...
Strengthening Financial Foundations: Stonebriar Wealth Advisors on Why Investors Should Rebuild Portfolios with Purpose
Stonebriar Wealth Advisors is a boutique firm specializing in retirement planning, tax-aware investing, and legacy design. It crafts personalized strategies to align portfolios with life goals...
You May Need to Make Estimated Tax Payments If…
Life Insurance Myths: Debunked
A Path to Serenity and Smart Money Choices
Do Your Kids Know The Value of a Silver Spoon?
Videos
A Fruitful Retirement: Social Security Benefit
Stay Safe with a Business Owner's Policy
The Junk Drawer Approach to Investing
Perception vs. Reality
Retirement Plan Detectives
Choosing a Mortgage
Calculators & Tools
The Power of Interest - How Long Will it take My Money to Do
How Much Home Can I Afford?
Student Loan Payoff Calculator: Extra Payments Can Save You
Ready to See What's Possible?
Stonebriar was built to serve people—not portfolios. Our mission is to help you live with confidence, give with purpose, and build a legacy that lasts.
Book your complimentary consultation today. We’d be honored to meet you.