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.
Covid-19 Lobby Closure
We want to make sure both our EMPLOYEES and CLIENTS stay healthy!
Due to the Ohio Governor’s “Stay at Home” Order, our office building will be closed through April 6th. We have a drop box to the left of our front door available for your use. Tax filing deadline has been moved to July 15th, so drop off and pickup of tax returns is suspended until the Governor lifts the “Stay at Home” order.
We will continue to work behind the scenes’ and will be monitoring our phones and emails, daily.
Please be patient with us, and we will return your emails and phone calls as soon as we can.
We will continue to process payroll's for our business clients to make sure employees get paid.
As always, please do not leave investment trade requests on our email or voicemail systems.
Thank you for your understanding and Stay Safe!!
CF Professional, Inc.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Technology tips to make your next trip even better.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The federal government requires deceased individuals to file a final income tax return.
It may help your business be better prepared in the event of the death of a principal or key employee.
Probate can be a completely public process, or it can be managed to include as little information as possible.
These food myths will really put a drain on your wallet.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.