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Inheritors

Honor Your Legacy:
Transform Your Inheritance into Lasting Financial Security

Weekly Covered Calls:
Preserving Your Inheritance While Creating Income

Have you recently received an inheritance and feel overwhelmed about how to manage it responsibly? At Woodland Wealth Advisors, we understand that inheriting wealth comes with unique emotional and financial challenges.

We’re dedicated to helping you honor your loved one’s legacy by transforming your inheritance into a sustainable income stream, preserving the principal while allowing you to benefit from this generous gift.

Your Inheritance,
Your Future

Imagine having a strategy that allows you to make the most of your inheritance while respecting the memory of your benefactor. Our proven covered call strategy can help you achieve this balance, turning your inherited assets into a reliable income source without depleting the principal.
Our Covered Call Strategy for Inheritors

Unlike traditional investment approaches, our covered call strategy generates consistent income from your inherited portfolio while protecting the core assets. It’s a way to benefit from your inheritance while preserving its value for the future.

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How It Works for Inheritors

Personal Consultation

We’ll schedule a complimentary consultation to understand your inheritance situation, financial goals, and emotional considerations.

Tailored Inheritance Plan

We’ll create a personalized strategy that respects your inherited assets while generating income to support your current needs.

Tax-Efficient Management

We’ll help you navigate the tax implications of your inheritance, whether it’s in an IRA or a taxable account.

Consistent Income

Watch as your inherited portfolio generates a reliable income stream, allowing you to benefit from the gift while honoring the giver’s memory.

Our Commitment to Inheritors

Founded by Holli Howatson and Jim Howatson, Woodland Wealth Advisors combines decades of financial expertise with a deep understanding of the unique challenges faced by inheritors.

About Us

What Our Inheritor Clients Say

“After inheriting from my father, I was overwhelmed and unsure how to manage the money responsibly. Woodland Wealth Advisors helped me create a plan that honors my dad’s hard work while supporting my own financial goals.”

– Ann B., Millennial Inheritor

Ready to Honor Your Legacy?

Schedule your free consultation today and discover how our covered call strategy can help you make the most of your inheritance.

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Inheriting Wealth: A Unique Opportunity and Responsibility

Don’t let uncertainty about managing your inheritance overshadow this opportunity. With Woodland Wealth Advisors as your partner, you can honor your benefactor’s legacy while securing your own financial future.

By tailoring the existing copy to address the specific concerns and needs of inheritors, we’ve created a landing page that speaks directly to this audience. We’ve highlighted key points such as honoring the giver’s legacy, responsible management of inherited wealth, understanding tax implications, and the benefits of using a covered call strategy for inherited assets.

Frequently Asked Questions

What services does Woodland Wealth Advisors offer?
We specialize in trading weekly covered call options to generate income for our clients. We also diversify portfolios with traditional investments like ETFs, mutual funds, and fixed-income instruments to balance risk and enhance returns.
A covered call option involves selling a call option on a stock you own, generating income from the premium received while providing potential upside and downside protection.
Think of owning a house you rent out. You receive a premium from a friend for the right to buy your house at a set price in the future, giving you extra income while retaining the house unless it’s sold at the agreed price.
Our covered call strategy can help inheritors generate consistent income from their inherited assets while preserving the principal. This approach allows you to benefit from your inheritance during your lifetime while honoring the legacy of the person who gifted it to you.
Tax implications vary depending on the type of account inherited. For instance, inherited IRAs have required minimum distributions (RMDs) that must be taken, while inherited taxable accounts may have different capital gains considerations. We can help you understand and navigate these tax implications to manage your inheritance efficiently.
We work closely with inheritors to understand both the emotional and financial aspects of their inheritance. Our strategy aims to preserve the core assets while generating income, allowing you to benefit from the gift in a way that respects the giver’s legacy and supports your financial goals.
If you’ve recently received an inheritance, it’s important to take time to process your emotions before making major financial decisions. We recommend scheduling a consultation with us to discuss your situation. We can help you understand your options and develop a strategy that aligns with your goals and values.
For inherited IRAs, we factor in the required minimum distributions when creating your income strategy. Our covered call approach can help generate the income needed to meet these RMDs while potentially preserving the principal of the inherited IRA.
Absolutely. Our strategy can be tailored to reinvest the income generated from covered calls, potentially growing your inherited assets over time. This can be particularly beneficial for younger inheritors or those who don’t need immediate income from their inheritance.
They provide a steady stream of income through option premiums, potentially higher than dividends or annuities, while maintaining long-term growth by retaining your portfolio shares.
Market ups and downs are a natural part of investing. Our covered call strategy is designed to provide more consistent returns, even in volatile markets. We carefully select stable, high-quality stocks and use options to generate income, which can help smooth out some of the market’s bumps. Remember, our focus is on long-term, steady income rather than short-term market swings.
We focus on high-quality stocks for the best long-term returns, generating income through covered calls while maintaining a diversified portfolio.
Absolutely. Our strategy is beneficial to those who are still working as well as retirees, public servants, military personnel, and those nearing retirement looking to generate reliable income from their portfolios.
Risks include limited upside potential, significant downside risk, transaction costs, tax implications, market volatility, and early assignment. Discuss these with your advisor.
We choose stocks based on quality, weekly option availability, and potential for annual premiums of 20% or more.
Yes, we act in your best interests with transparency, integrity, and a focus on your financial well-being.

Complete our intake form to ensure a good fit before scheduling an initial consultation.

Ready to Secure Your Future?

Schedule your free consultation today and discover how our covered call strategy can transform your retirement.

Don’t let uncertainty about your financial future overshadow your golden years. With Woodland Wealth Advisors as your partner, you can enjoy peace of mind and the retirement you deserve.

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Website by WeGather.Studio

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