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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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.

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

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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.