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eBooks

The Differentiators of Wealth

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.

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The Essence of Wealth<br/>The Foundations of Building a Meaningful Financial Life

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...

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The Cashflow Clock

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.

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Articles

Stonebriar Financial: Redefining Wealth Management Beyond the Status Quo

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...

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Strengthening Financial Foundations: Stonebriar Wealth Advisors on Why Investors Should Rebuild Portfolios with Purpose

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...

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You May Need to Make Estimated Tax Payments If&#8230;

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
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A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.
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Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Videos

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Stay Safe with a Business Owner's Policy

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Retirement Plan Detectives

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.
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Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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Calculators & Tools

The Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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How Much Home Can I Afford?

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.
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Student Loan Payoff Calculator: Extra Payments Can Save You

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.
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More Calculators and Tools

More Calculators and Tools


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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.

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