financial advisor image

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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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