Prepare. Preserve. Prosper.

Services

     Tools to pursue your Goals.

Assisting our clients in attaining their financial objectives is our focus. We pride ourselves on communicating with our clients clearly and frequently. Continuing education is integral because innovation is a requisite to our client's success in an ever-changing financial landscape. In difficult market conditions, there is no room to make mistakes.

Risk Management

An essential part of our philosophy is to reduce risk whenever possible. Using a mix of financial strategies, we take care to help ensure your overall plan is exposed to as little risk as possible while maintaining the growth potential necessary to help pursue your goals.  One of the ways we do this is by utilizing Riskalyze.

Holistic Financial Planning

We create customized plans specifically designed for clients approaching or already in retirement. Approaching your unique situation with a holistic mindset, we blend solutions in order to form a plan that can help you pursue your goals.

Investment Management

Our objective when managing your money is to make sure it’s invested in a way that brings you added peace of mind and confidence in your future. We utilize FormulaFolios to manage client accounts in a flexible, low cost, highly diversified, and transparent manner. 

Tax Reduction Strategies

Good financial planning isn’t just about what you make; it’s also about what you keep. We help connect clients with tax-efficient strategies that help mitigate the effects of taxes on their retirement savings.

Legacy Planning

A properly built legacy plan can mean a huge difference for your future and the futures of the ones you love. We help you develop a strategy that enables the efficient transfer of your legacy while protecting your family from fees and avoidable taxes.

Income Planning

As you near retirement, it’s essential to plan for the income you’ll depend on when your career ends. Woodcrest Financial Group works side-by-side with clients to establish an income plan that works in concert with their overall retirement strategies.

Advice & Education

As experienced advisors, one of the most important parts of our job is to educate our clients so they can make the right decisions about their financial futures. When speaking with people, education and transparency is crucial in setting the foundation for our financial relationships.

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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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