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Wooden Financial is an independent multi-generational wealth planning firm that works with our clients to develop comprehensive financial, investment, and estate plans. Our focus not only includes helping our clients achieve financial security, but also how to efficiently pass their assets to those they love and build long lasting family legacies. By partnering with experts in various industries, such as accountants and attorneys, we ensure our clients receive coordinated advice that covers all aspects and stages of their financial lives.  
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lease Interest

What's the interest rate on the lease you're considering?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

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