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Contact

     Let's get connected. 

Interested... Have questions... Need a Plan. 

 

Reach out to us and we will discuss what you want now and in retirement and what obstacles may prevent you from reaching your goals.  We will help you uncover hidden dangers or opportunities in your situation of which you may not be aware.   No products will be discussed or sold…this is your time to get to know us and us to get to know you.

Give us a call or use the form on the right and someone will contact you.  Below you will find directions to our office locations.  Please contact us prior to visiting to make sure an advisor will be available as we are busy doing planning for our existing clients.

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22600 Hall Road - Suite 100

Clinton Township, MI 48036

(586) 961-6243

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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