Doug Gross
CFP®
Financial Advisor

136 S. Industrial Dr.
Saline, MI 48176-9493
Phone: 734-944-7556
Fax: 734-944-0448
Toll-Free: 866-944-7556
Contact Us

Map & Directions

Services

Following are examples of a few of the many issues that can help clients.

Retirement Planning

• Do I have enough money to retire?
• What difference does it make if I work five more years?
• When should I take social security?
• Do I have enough money to gift some to my children?  

Tax Planning 

• What investments should be in my taxable account and what should be in my IRA?
• Should I do a ROTH IRA, or convert an existing IRA to a ROTH?
• What are tax efficient ways to manage my taxable account?

Coordinating Trust and Estate Planning

• Do I have a taxable estate?
• I have an estate plan, but what does it take to make it work?
• How can I structure my accounts to minimize estate taxes?

Investment Planning and Management

• What are the advantages to giving the advisor discretion to manage my assets?
• Why would I want to have fee based accounts versus transactional accounts?
• How is risk managed in my account?

 
Charitable Giving

• What are the advantages of gifting appreciated securities?
• How can I make gifting of appreciated securities easier?
• What is a Donor Advised Fund?

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Trust services for the preservation of assets and the fulfillment of wishes.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Mutual Funds - Your purchasing power at work.
• Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• Stocks - How do stocks fit into my financial plan?
• College Planning - What will it take to deliver the dream?
• Bonds - Are bonds right for you?
• 401(k) - What to expect from your 401(k) advisor.
• Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.