Understanding Today’s Financial Environment
Welcome! I’m Gary Gruss, a financial consultant and owner of CF Professional, Inc. Financial Services with offices in Tiffin and Fostoria, Ohio. We understand that individuals face unique challenges as they manage their financial affairs. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, financial goals and objectives.
Our professionals have years of experience in financial services. Our goal is to help you make more and pay less. We analyze your investments and taxes together to develop a well-rounded financial plan. We look forward to working with you through all stages of your life.
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Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are four very good reasons to start investing. Do you know what they are?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?