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37307 Harvest Drive
Avon, OH 44011

GPS Financial Group LLC

(440) 934-7004

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Welcome to GPS Financial Group LLC

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

The Best Apps in Travel

Technology tips to make your next trip even better.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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