The Power of Persistent Planning
Find the plan that is essential to preserving your life’s work.
Things are good. At this point in your life, you have worked hard for what you have, and you enjoy your life. Let’s keep it this way. The right financial plan (and planner) is a key element to a happy and prosperous life. In his book, The Power of Persistent Planning, Douglas Gross, CFP® practitioner doles out years of advice from his career as a financial advisor. Doug has learned from his long career and loyal clients the best strategies to help you preserve your investment assets.
Throughout this book you will learn about some of the common challenges that those planning their financial future face and how to assemble a team of professionals to assist in managing and preserving your assets. Doug will divulge financial advice and strategies, including techniques designed to preserve your portfolio. Best practices for estate planning, tax planning, and charitable giving strategies are all included in the pages of this guide. Get your copy today and start planning your financial future.