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37307 Harvest Drive, Avon, OH 44011

(440) 934-7004
tony@gpsfg.com
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Minimize Taxes, Simplify Retirement, And Enjoy Your Next Chapter

Helping you enjoy the journey and reach for your goals, knowing you’re on the right track.

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A Partner To Guide You At Every Step

A Partner To Guide You At Every Step

At GPS Financial Group, we believe financial planning should make life easier, not more complicated. As independent advisors with backgrounds in accounting, we bring together tax awareness, straightforward advice, and proactive communication to help you make confident decisions. Our clients count on us to guide them through every market turn and life stage.

We Listen, Learn, And Plan A Clear Path Forward

We Listen, Learn, And Plan A Clear Path Forward

Our team meets you where you are, then guides you forward with confidence. We start by listening and learning what matters most to you, then simplify the complexities of your wealth so your plan is easy to understand and easy to follow. With responsive communication, we provide a watchful presence over where you are and offer a clear path forward.

Meeting You Where You Are

Individuals & Families

Individuals & Families

Individuals & Families
We help you simplify the financial noise, find direction, and make confident choices about saving, spending, and investing for the future.

Who We Serve
Pre-Retirees & Retirees

Pre-Retirees & Retirees

Pre-Retirees & Retirees
We guide you through the shift from saving to living off your savings, helping you structure income, manage taxes, and enjoy retirement with confidence.

Who We Serve
Employees & Executives

Employees & Executives

Employees & Executives
From benefits and stock options to tax strategy, we turn complex compensation and benefits into clear, actionable plans that support your goals.

Who We Serve
Business Owners

Business Owners

Business Owners
We integrate your personal and business finances so your hard work today builds the freedom you want tomorrow.

Who We Serve

Navigate Your Retirement Journey With Confidence

Successful financial journeys start with a clear path and a reliable guide. Whether you’re preparing to retire, already there, or planning your legacy, our financial services firm will help you navigate the journey with confidence. 

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What We Offer

We help you connect the dots across your financial life, bringing tax planning, investments, and retirement decisions into one coordinated plan. Every strategy we design is tailored to you. 

Financial Planning

Tax Planning

Insurance Planning

Investment Management

Wealth Management

Retirement Planning

Estate & Legacy Plans

Pension Plans

Explore All Services

Improve Your Financial Literacy

Our financial and investment services firm shares timely perspectives on the markets, taxes, retirement planning, and more. Each article and video is designed to simplify complex topics and help you connect financial decisions to your real-life goals.

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
Learn More
How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.
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3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
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People Also Ask

We know you may have questions before getting started. Here are a few we hear most often.

  • Our tax-aware approach and proactive communication set us apart. We combine deep analytical experience with a genuine commitment to keeping clients informed and involved every step of the way toward their goals.

  • No. While we’re based in Northeast Ohio, many of our clients have retired or relocated across the country. With secure virtual tools and consistent communication, we stay closely connected wherever life takes you.

  • We stay in touch year-round. Clients can expect regular check-ins, portfolio reviews, and timely call-backs when life changes or markets move. You’ll never have to wonder if we’re paying attention—we’re already on it.

  • We don’t file tax returns, but our accounting background allows us to plan with taxes in mind. Every decision—from investments to withdrawals—is viewed through a tax-aware lens to help you keep more of what you earn.

  • The first conversation is straightforward. Bring your most recent tax return, account statements, and any questions you have. We’ll review where you are, identify opportunities, and show you how we can help simplify your financial life.

Let’s Start the Conversation

Have questions or ready to take the next step? Our team is here to listen, guide, and help you move forward with confidence. Reach out today to schedule a conversation and learn how we can support your goals.

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