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Our Process

Our Process

It starts with a complementary consultation to get to know each other and determine if we are a good fit for each other.  After that, its just a matter of applying our founding principles listed below to every clients situation to proceed in the optimal path of attaining a client's retirement goals.

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Prepare     | \pri- per\ : to work out the details of : plan in advance.

Preserve   | \pre 'zerv\ : to keep an idea, quality, or situation from changing or being lost.

Prosper      | \pra-sper\ : to become strong and flourishing.

Ready to Start the Conversation?

Schedule an introductory phone call today.

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22600 Hall Road - Suite 100

Clinton Township, MI 48036

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(586) 961-6243

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Legal & Disclaimers
 

Investment Advisory Services offered through Virtue Capital Management LLC a Registered Investment Advisor. Woodcrest Financial Group and Virtue Capital Management LLC 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.

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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.

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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 Virtue Capital Management LLC.

© 2024 Woodcrest Financial Group.  All rights reserved.

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