Understanding Today’s Financial Environment
Welcome! I’m Gary Gruss, a financial consultant and owner of CF Professional, Inc. Financial Services in Tiffin, 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.
Bring your taxes to us!
Our staff has been trained on all the latest tax law changes and we are ready to prepare your taxes. We will make sure that your Taxes are done Accurately, Professionally, and Quickly.
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Friday 8am-4pm
Drop off your tax information any time during office hours !
419-448-8444
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Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Social Security: The Elephant in the Room
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Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Estimate potential long-term care costs and what coverage may help address them.
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Find out how large your emergency fund should be based on your monthly expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Estate Management 101
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The Business Cycle
How will you weather the ups and downs of the business cycle?
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This short video helps explain why markets can be as unpredictable as the weather.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
