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.  

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Meet with Woodcrest Financial Group

Woodcrest Financial Group has been servicing clients for over 17 years.  

Call today to discover how we can help you.

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CONTACT INFORMATION

32650 23 Mile Rd

Chesterfield, MI 48047

100 W. Big Beaver

Suite 200

Troy, MI 48084

Phone - (586) 961-6243

Fax - (877) 247-8850

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.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.

Ethics.net is owned by the National Ethics Association (NEA). NEA is a membership organization. Qualifying criteria for membership includes passing a background check. NEA membership requirements include the payment of annual dues, compliance with ethical standards, and passing yearly background checks. The NEA and Ethics.net logo and/or trademarks are property of their respective owners and no endorsement of Nancy Bartolameolli or Woodcrest Financial Group is stated or implied. The NEA and Ethics.net are not affiliated with Retirement Wealth Advisors, Inc. (RWA).
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