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37307 Harvest Drive, Avon, OH 44011

(440) 934-7004
tony@gpsfg.com
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Who We Serve

Carve Out A Path To Your Goals

Our firm guides clients through life’s biggest financial transitions—retirement, career changes, business growth, and beyond. Our clients value straightforward advice, proactive communication, and a plan that’s built to last. Wherever you are in life, we simplify the complex so you can focus on enjoying life, not worrying about the next step.

Individuals & Families

Individuals & Families

Build Financial Direction For The Journey
Ahead Of You

From budgeting and saving to investing and tax planning, we help individuals and families find clarity in the noise. Our goal is to turn big financial questions into clear, actionable answers so you can spend more time living life and less time second-guessing every decision.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Enjoy Your Lifestyle With A Clear Plan To Guide Decisions

You’ve worked hard, saved diligently, and now it’s time to turn your savings into income you can rely on. We help you make that shift from accumulation to distribution with deep tax experience and retirement planning expertise. Enjoy your next chapter with the support of a reliable team.

Employees & Executives

Employees & Executives

Turn Complex Compensation Into A Coordinated Strategy

Our team helps you make sense of complicated compensation options, aligning your company benefits, retirement accounts, and tax plan into one clear picture. You’ll always know what’s working, what needs attention, and how each decision moves you closer to your goals.

Business Owners

Business Owners

Balance Your Business Success With Your Personal Goals

As a business owner, your business directly impacts your personal financial well-being. We help you integrate your personal and professional finances, from retirement and pension plans to cash flow and tax strategy, to build more confidence in your long-term success.

People Also Ask

We know choosing a financial advisor is a big decision. Here are a few questions we’re often asked by new and prospective clients.

  • We work with individuals, families, and retirees in Northeast Ohio and across the country. More than geography, the right fit is mindset. We work best with people who are serious about their financial future and committed to following a thoughtful plan.

  • Not at all. While many clients are based in Ohio, we regularly work with families who’ve relocated or retired out of state. With secure digital tools and regular communication, we stay connected wherever life takes you.

  • Our advisors come from accounting backgrounds and build tax efficiency into every recommendation. From withdrawal strategies to Roth conversions, we view decisions through a tax-aware lens to help keep more of what you’ve earned working for you.

  • The first meeting is a conversation, not a commitment. We’ll discuss your goals, review your current situation, and explore how we might help. It’s also your opportunity to ask questions and see if our process and personality are the right fit.

  • That depends on your needs, but we’re proactive by design. Most clients meet with us at least annually, with additional check-ins throughout the year as markets shift, tax laws change, or life events occur. You’ll never have to wonder if we’re paying attention—we’re already on it.

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Simplifying Guidance With Tax-Aware, Custom, Comprehensive Plans

Learn About Us

We Listen First, Simplify The Complex, & Create A Clear Path Forward

Discover Our Approach

Make Sound Decisions With Your Money, From Now Into The Future

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