We can help you regain control of your financial futureClick HERE to book a phone meeting ASAP!

We can help you regain control of your financial future.

Click HERE to book a phone meeting ASAP!

Todd Wooten

Founder and CEO

Todd Wooten, founder and president of Blue Sky Financial Partners, began his career in the -financial services industry because of a personal experience that significantly impacted his family.

Todd’s father, Bill, a hard-working telephone repairman, had a good job and a pension. When it came time to retire, Bill did what most of his co-workers did and asked for the most amount of money out of his pension, choosing a life-only payout option. But he didn’t take into account that his health was poor and his wife was five years younger and healthy. He also had a life insurance policy but when money got tight, he let the life insurance go. Just a few years later, a heart attack rendered him uninsurable. When Bill died, Todd’s mother was left without any life insurance proceeds and without a pension income. She and the family began to experience firsthand the hardships that lack of planning created. Bill didn’t plan to fail, he simply failed to plan.

Todd has built one of Northwest Indiana’s premier insurance and Financial advisory firms with the goal of helping others to create solid Financial and retirement plans and avoid the same pitfalls his parents experienced. Todd helps retirees, pre-retirees and business owners to create and grow their wealth, protect and preserve their life savings and plan for the distribution of that life savings in the most tax efficient manner. By challenging traditional Financial thinking, Todd helps clients to see possibilities they’ve never considered before.

“Considering today’s economy, there is ample opportunity to make costly mistakes. My goal is to teach people how money works in order to solve their problems and to achieve their Financial dreams. But knowledge is just the beginning. Real Financial progress occurs with wisdom which is the ability to apply that knowledge to your everyday life.”
Todd has been a featured contributor for Fox Business News, CNN Money and Fortune.com and is a nationally sought-after speaker and frequent lecturer for educational institutions. He is a lifetime Court of the Table qualifier with the Million Dollar Round Table, placing him among the top professionals in the global life insurance and Financial services industry. He is a Certified Senior Advisor (CSA) and IRA Rollover and Distribution Specialist, a member of the National Ethics Bureau and Wealth Counsel Advisors Forum.

As an FAA certified airman, Todd can get his airplane from point A to point B by implementing a flight plan. Similarly, when assisting clients, Todd designs a specific and unique Financial Flight Plan for Retirement™ to help his clients fly confidently through Financial turbulence, allowing them to reach their destination safely and on time.

Todd and his family reside in Valparaiso, Indiana. Because family is so important, he places great emphasis on generational planning. “The Financial landscape is changing rapidly and helping families to create a legacy for generations to come is truly rewarding.” Clients enjoy working with Todd because of his honesty, integrity and his ability to make the complex simple through education.

Todd Wooten

Founder and CEO

Todd Wooten, founder and president of Blue Sky Financial Partners, began his career in the -financial services industry because of a personal experience that significantly impacted his family.

Todd’s father, Bill, a hard-working telephone repairman, had a good job and a pension. When it came time to retire, Bill did what most of his co-workers did and asked for the most amount of money out of his pension, choosing a life-only payout option. But he didn’t take into account that his health was poor and his wife was five years younger and healthy. He also had a life insurance policy but when money got tight, he let the life insurance go. Just a few years later, a heart attack rendered him uninsurable. When Bill died, Todd’s mother was left without any life insurance proceeds and without a pension income. She and the family began to experience firsthand the hardships that lack of planning created. Bill didn’t plan to fail, he simply failed to plan.

Todd has built one of Northwest Indiana’s premier insurance and Financial advisory firms with the goal of helping others to create solid Financial and retirement plans and avoid the same pitfalls his parents experienced. Todd helps retirees, pre-retirees and business owners to create and grow their wealth, protect and preserve their life savings and plan for the distribution of that life savings in the most tax efficient manner. By challenging traditional Financial thinking, Todd helps clients to see possibilities they’ve never considered before.

“Considering today’s economy, there is ample opportunity to make costly mistakes. My goal is to teach people how money works in order to solve their problems and to achieve their Financial dreams. But knowledge is just the beginning. Real Financial progress occurs with wisdom which is the ability to apply that knowledge to your everyday life.”
Todd has been a featured contributor for Fox Business News, CNN Money and Fortune.com and is a nationally sought-after speaker and frequent lecturer for educational institutions. He is a lifetime Court of the Table qualifier with the Million Dollar Round Table, placing him among the top professionals in the global life insurance and Financial services industry. He is a Certified Senior Advisor (CSA) and IRA Rollover and Distribution Specialist, a member of the National Ethics Bureau and Wealth Counsel Advisors Forum.

As an FAA certified airman, Todd can get his airplane from point A to point B by implementing a flight plan. Similarly, when assisting clients, Todd designs a specific and unique Financial Flight Plan for Retirement™ to help his clients fly confidently through Financial turbulence, allowing them to reach their destination safely and on time.

Todd and his family reside in Valparaiso, Indiana. Because family is so important, he places great emphasis on generational planning. “The Financial landscape is changing rapidly and helping families to create a legacy for generations to come is truly rewarding.” Clients enjoy working with Todd because of his honesty, integrity and his ability to make the complex simple through education.

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For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 219.548.9370

Contact Us

Phone: 219.548.9370
Fax: 219.548.9375
[email protected]

Our Location

2400 Cumberland Drive, Suite A
Valparaiso, IN 46383
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