Prepare,
Plan, and
Persevere

Once you’ve found success, what are the next steps?

Step One

Ask The Professional

DOUGLAS GROSS found his passion in working with those who have found success to plan the rest of their lives, helping them manage their current assets wisely, as well as plan their estates and charitable contributions.

Step Two

Read The Blogs

PLANNING is paramount

  • Pursue lifelong goals
  • Build for the future
  • To learn more, read the full post!

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with a TRUSTED ADVISOR

  • Weigh the risks
  • Develop a plan that is right for you
  • To learn more, read the full post!

Read More

and the RIGHT STRATEGIES

  • Stay on track
  • Achieve life and live well!
  • To learn more, read the full post!

Read More

PLANNING is paramount

  • Pursue lifelong goals
  • Build for the future
  • To learn more, read the full post!

Read More

with a TRUSTED ADVISOR

  • Weigh the risks
  • Develop a plan that is right for you
  • To learn more, read the full post!

Read More

and the RIGHT STRATEGIES

  • Stay on track
  • Achieve life and live well!
  • To learn more, read the full post!

Read More

Step Three

Get The Book

Doug has combined his story, client stories, and a wealth of financial wisdom in his new book, THE POWER OF PERSISTENT PLANNING.

How solid is your charitable donation strategy?

Are you set up to support the charities you love now and in the future?

To learn more about this investment professional, visit FINRA's BrokerCheck.

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Get In Touch

315 E. Eisenhower Parkway, Suite 301
Ann Arbor, MI 48108
T: 734.944.7556

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