Doug Gross has a passion for sharing his financial wisdom with the world. He has spoken to audiences at events and conferences across the country on a variety of investment topics. He is particularly knowledgeable about tax planning, wise investing, general financial planning, planning for retirement, and charitable giving strategies. Doug is available to speak at your upcoming event, and each one of his engaging lectures is tailored to you and your audience’s particular needs and interests.

Give your next event a dose of practical guidance. If you are interested in having Doug speak at your next event, you can contact us through this site.

Speaking Topics

Retirement Income Strategies

Charitable Giving

Retirement Planning

Employee Stock Options

Restricted Stock Unit Strategies

Public Pension Reform

Tax Planning

Wealth Accumulation

The Power of Persistent Planning

When Doug found his calling in the field of financial planning, it became more than a job. He is passionate about helping his clients build and protect the assets they worked so hard to accumulate. Doug has combined his story, client stories, and a wealth of financial wisdom in his new book, The Power of Persistent Planning. Find out how a qualified advisor, along with a solid financial plan, can impact your future. Set up a consultation with Doug or pick up a copy of his book today!

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.

Sign up to receive updates and financial tips

  • This field is for validation purposes and should be left unchanged.

Get In Touch

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

Visit Our Website