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        (586) 961-6243


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Client Portal

Comprehensive Financial Planning to

Help You Worry Less & Enjoy Life






Who We Are

Woodcrest Financial Group is an independent, fee-based fiduciary offering
comprehensive financial planning services. With offices in Clinton Township,
Michigan, we serve clients throughout the United States.



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Who We Serve

We specialize in helping pre-retirees, retirees, business owners, and
independent women meet their goals by creating plans and implementing strategies
that provide more clarity and a higher probability of success.

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What We Do

We have developed a comprehensive plan that includes the four pillars of
financial planning: Income, Investing, Estate Planning, and Taxes.





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How We Do It

Your retirement is too important for any unknowns. We have designed a unique
process to build your Financial Plan.  Our goal is for you to gain a higher
level of understanding and confidence around your retirement.

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READY TO START THE CONVERSATION?

Schedule an introductory phone call today.

GIVE US A CALL



22600 Hall Road - Suite 100

Clinton Township, MI 48036



(586) 961-6243


FORM CRS
PART 2A OF FORM ADV
PART 2B OF FORM ADV


FAQ
CLIENT UPLOADS
LEGAL & DISCLAIMERS
PRIVACY POLICY, TERMS & CONDITIONS
 

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.

© 2024 Woodcrest Financial Group.  All rights reserved.

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