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.
