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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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Savings Accumulation

Estimate the future value of your current savings.

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Newsletters

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

The Most Important Blank

The most important document in an estate conservation strategy might not be a will or any other document a lawyer was paid to create, but rather your retirement account beneficiary form.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

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