Solutions for Businesses & Individuals

At Wooden Wealth Strategies, we provide assistance in the following areas:

Products

  • Whole Life Insurance
  • Term Life Insurance
  • Universal Life Insurance
  • Survivorship Life Insurance
  • Business Overhead Expense
  • Guaranteed Issue Life Insurance
  • Disability Income Insurance
  • Dental Insurance
  • Long-Term Care Insurance
  • Mutual Funds
  • 529 Plans
  • Annuities (Variable & Fixed)
  • Variable Universal Life Insurance

Financial Needs for Our Products

  • Business Continuation
  • Buy-Sell Agreements
  • Deferred Compensation Plans
  • Executive Bonus Plans
  • Key Person Insurance
  • Salary Continuation
  • Split Dollar Plans
  • 401(k), 403(b), SEP and SIMPLE IRAS
  • College Funding
  • Charitable Giving
  • Estate Conservation
  • Estate Planning
  • Income Protection
  • IRAS (traditional & ROTH)
  • Mortgage Protection
  • Pension Plans
  • Survivor Income
  • Supplemental Retirement Income
  • Tax-Deferred Savings

Services

  • Buy-Sell Review
  • Informal Business Valuation
  • Financial Planning
  • Financial Needs Analysis
  • Asset Allocation Analysis