Woodcrest Financial Group
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Woodcrest Financial Group is an independent, fee-based fiduciary located in Clinton Township, Michigan, specializing in comprehensive financial planning services for clients across the United States. They focus on assisting pre-retirees, retirees, business owners, and independent women in achieving their financial goals through tailored strategies that enhance clarity and success probability.
The firm has developed a structured financial planning approach that encompasses four key pillars: Income, Investing, Estate Planning, and Taxes. Their unique process aims to provide clients with a deeper understanding and greater confidence regarding their retirement planning.
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