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We start by looking at the relationship between every money decision, discover where we are today and envision where we may be headed in the future. Our Rulebook, powered by an innovative personal financial
model, creates the foundation for success. The Leap Model® focuses on the five critical components of personal financial - Protection, Savings, Growth, Cash Flow and Debt. This model offers an unbiased, simplified approach to visualizing the impact, positive or negative, of our money decisions. This comprehensive tool highlights your entire financial situation so that it may be organized, analyzed and tracked for optimal performance.


GBC FINANCIAL GROUP offers business owners a wide variety of products and services to help you meet your business planning needs. The following is a list of financial strategies utilized by our business clients:

  • Business Funding a Life Insurance Policy

  • Executive Bonus

  • What is an Executive Bonus Plan

  • Key Person Insurance

  • Split Dollar Life Insurance

  • Business Retirement Services

  • What is a Key Person Plan

  • Split Dollar (Economic Benefit)

  • Split Dollar (Loan Regime)

  • What is your Business Worth

  • Buy-Sell Agreement



 Wealth Building is a series of risk management decisions that encompass insurance planning. Here at GBC, we know all the ways insurance can and should be used to mitigate risk. Our insurance planning process involves everything from personal asset protection to business protection plans. The Gbc Financial Group LLC is also an independent Insurance agency serving clients in Ohio. The agency offers prompt, professional service for auto, home, life, and business insurance coverage to its customers' needs.


Retirement Plan Types:


  • Fully Insured Defined Benefit Plan.

  • Defined Benefit Plan

  • Cash Balance Plan

  • 401(k) Profit Sharing Plan

  • Safe Harbor 401(k) Profit Sharing Plan

  • Profit Sharing Plan


Group/Individual Health:


  • Health Insurance

  • Life and Disability Income Insurance

  • Dental Insurance

  • Long Term Care Plans

  • Voluntary Benefit Program

Property/Business Insurance:

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