Why Us
Our Team is innovative and experienced.
Woodcrest Financial Group is an independent, fee-based advisory practice that prides itself on transparency when providing comprehensive financial strategies to pre-retirees, retirees, business owners, and women in Clinton Township, Michigan, and the surrounding areas. As a fiduciary, we act in your best interest at all times. We welcome the opportunity to discuss how we can be of service in your financial journey.
Our Team
Our dedicated team listens to your story, learns what you want for your family, and looks out for your best interests. From tax planning to retirement planning to estate documentation and everything in between, we strive to consistently earn your trust (and keep it).
Trust
Entrusting someone with your financial future is a major decision, and we don’t take that responsibility lightly.
Transparency
Transparency may seem new these days, but we’ve been implementing it for years. You’ve worked hard for your money; you should know where every penny goes. You can trust us to tell you the truth—the good and the bad.
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.
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