The Power of Persistent Planning: A Review of Successful Financial Planning Strategies - Softcover

Gross, Douglas B.

Softcover

ISBN 10: 159932704X ISBN 13: 9781599327044

Publisher: Advantage Media Group, 2016

Synopsis

YOU HAVE ACHIEVED CAREER AND PERSONAL SUCCESS . . . NOW WHAT?
You have made it. You have built your wealth and a lifestyle that pleases you―and you want to keep it that way. Whether you’re years from retirement or already enjoying it, the importance of proper financial management cannot be understated. Your mission is to stay on course for a long-lasting retirement with a reliable income that will meet your goals for the rest of your days.
CERTIFIED FINANCIAL PLANNER™ Douglas Gross shares vital techniques and strategies you can use to gain control of your financial future. In The Power of Persistent Planning, you’ll discover: • examples of financial challenges • how to evaluate your financial advisor • strategies for investing wisely • techniques to protect your portfolio • methods to minimize your taxes

About this title

About the Author

DOUGLAS B. GROSS, CFP®, MBA is a financial services advisor and planner based in Ann Arbor, MI. He provides wealth management and retirement planning services to individuals and organizations. He is also the Past President of the Financial Planning Association of Michigan. Douglas earned his BA in accounting from Alma College and MBA from the University of Michigan. Married with three daughters, Doug is an avid sailor, tennis player, and hockey player.

From the Back Cover

YOU HAVE ACHIEVED CAREER AND PERSONAL SUCCESS . . . NOW WHAT?
You have made it. You have built your wealth and a lifestyle that pleases you--and you want to keep it that way. Whether you're years from retirement or already enjoying it, the importance of proper financial management cannot be understated. Your mission is to stay on course for a long-lasting retirement with a reliable income that will meet your goals for the rest of your days.
CERTIFIED FINANCIAL PLANNER(TM) Douglas Gross shares vital techniques and strategies you can use to gain control of your financial future. In The Power of Persistent Planning, you'll discover: - examples of financial challenges - how to evaluate your financial advisor - strategies for investing wisely - techniques to protect your portfolio - methods to minimize your taxes

Edition details

• Publisher: Advantage Media Group
• Publication date: 2016
• Language: English
• ISBN 10: 159932704X
• ISBN 13: 9781599327044
• Binding: Paperback
• Number of pages: 180