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.
It's Tax Time Again!!
Drop off your 2022 Tax info today and receive a $10 discount !
Our staff has been trained on all the latest tax law changes and we are ready to prepare your taxes ! We will make sure you get your Maximum Refund and that your Taxes are done Accurately, Professionally, and Quickly !
Monday - Thursday 8am-5pm
Drop off your tax information any time during office hours !
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
A letter of instruction provides additional and more personal information regarding your estate.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Here are 5 reason why you may consider working through retirement.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Taking your Social Security benefits at the right time may help maximize your benefit.
What if instead of buying that vacation home, you invested the money?
A bucket plan can help you be better prepared for a comfortable retirement.
Learn about what risk tolerance really means in this helpful and insightful video.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.