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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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

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