C F Professional

At CF Professional, Inc. Financial Services, we believe in building lasting relationships with our clients based on trust, transparency, and personalized guidance. Our team of experienced professionals will work alongside you to achieve your financial goals and navigate the complexities of your financial life.

Our Mission

Our mission is to empower individuals to take control of their financial destinies by providing customized plans and solutions tailored to their unique needs and aspirations. We aim to demystify financial concepts, educate our clients, and guide them through every step of the process.

Who We Are

CF Professional, Inc. Financial Services is helmed by Gary Gruss, a seasoned financial consultant with extensive experience in all aspects of personal finance. Our team consists of highly skilled and certified professionals with diverse backgrounds in investment planning, estate planning, taxation, and retirement planning.

Retirement Planning

• Comprehensive plans to maximize retirement savings and investments
• Guidance on choosing the right retirement accounts
• Strategies for efficient tax planning and withdrawal strategies

Investment Planning

• Personalized portfolio design based on individual risk tolerance and goals
• Regular reviews and rebalancing services
• Analysis of investment options and performance

Estate Planning

• Development of comprehensive estate plans including wills, trusts, and power of attorney
• Guidance on maximizing inheritance tax efficiency
• Ensuring legal documents are up-to-date and legally valid

Tax Planning

• Comprehensive tax analysis and optimization strategies
• Assistance with filing state and federal taxes
• Planning for capital gains, income taxes, and estate taxes

Additional Services

• Financial analysis and planning for small businesses
• Wealth management services for affluent individuals
• Corporate financial planning solutions

Our Approach

We take a holistic approach to financial planning, considering all aspects of your financial life. We will work with you to set realistic goals, identify potential risks and opportunities, and implement strategies to achieve your financial aspirations.