woodlandwealthadv.com
@woodlandwealthadv.com
We’re dedicated to helping you achieve peace of mind by transforming your savings into a reliable income stream, without drawing down your principal or locking up your savings in an annuity.
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woodlandwealthadv.com's Brand Colors
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Color name
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#315171
San Juan
49, 81, 113
210, 40, 32
57, 28, 0, 56
#926438
Potters Clay
146, 100, 56
29, 45, 40
0, 32, 62, 43
#F17071
Froly
241, 112, 113
360, 82, 69
0, 54, 53, 5
About woodlandwealthadv.com
Woodland Wealth Advisors is a financial advisory firm focused on helping clients create retirement income and feel more confident about their financial future. The firm helps people turn savings into a dependable cash flow, with an approach intended to generate income without drawing down principal or tying savings up in an annuity. Its featured offering is a covered call strategy, which the firm presents as a way to produce recurring portfolio income for retirement.
The process begins with a complimentary personal consultation to discuss a client’s financial goals and risk tolerance. Woodland Wealth Advisors then develops a tailored income plan designed around the client’s needs and desired lifestyle. The firm was founded by investment advisor Holli Ann Howatson and public servant Jim Howatson, bringing financial expertise together with a stated commitment to serving others. Its services are aimed at people seeking support as they plan for retirement, as well as inheritors. Prospective clients can schedule a consultation to learn about the strategy and whether it may suit their circumstances.
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