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Prepare. Preserve. Prosper.

About WFG

     Our Team is innovative and experienced. 

Woodcrest Financial Group's mission is to give all investors and their families the best possible source for financial advice to help them keep more of what they make.

 

We connect with clients to provide objective advice and guidance when selecting the appropriate course of action.  Then we handle the details, so you can relax with the knowledge that your investments are properly managed. It's a logical approach to help investors who are looking to accumulate, retain, and distribute their wealth.

Team Work

Professionals from every aspect of Financial Planning umbrella.  We listen to your story and learn about what you want for your family.  We are a team dedicated to looking out for what is in your best interest.  From Tax planning to Estate documentation and everything in between, we have your back. 

Trust

Never taken for granted and always earned.  Your financial future is something not to take lightly, having a partner whom you can trust to be objective at every turn is someone whom you would want on your team.  You can trust us to tell you the good and the bad, even it it's not what you want to hear.

Transparency

Something that seems new these days, but we've been doing it for years.  You've worked hard for your money, so it should crystal clear where every penny goes when entrusting someone to handle your financial future.  

Ready to Start the Conversation?

Schedule an introductory phone call today.

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22600 Hall Road - Suite 100

Clinton Township, MI 48036

(586) 961-6243

Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Woodcrest Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Woodcrest Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.

© 2024 Woodcrest Financial Group.  All rights reserved.

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