Green Line Financial Services, LLC
Green Line Financial Services, LLC is committed to promoting safe money sound, positive growth oriented financial strategies to its client base throughout the states of Indiana, Ohio, Kentucky, Illinios, Pennsylvania, Michigan & Florida.
Our philosophy stems from a deep seeded belief that financial guarantees with consistent positive growth, should be the foundation of every retirement income plan. The reality is that market wealth can be accumulated, and market wealth can be lost. What most American's need (and want) during their retirement years is IN-come, not IF-come. IN-come is defined as that monthly inflow of money which can contractually never go down and never run dry. In other words, IN-come that will live as long as we live. Without this financial bedrock, no retirement income or, retirement investment strategy, can deliver the security and peace of mind that all Americans hope for during the fixed income years of retirement.
We believe that once educated, our client is always his or her own best financial adviser. Therefore, our advice and planning process is focused on educating clients about the best-in-class, safe money growth, and income strategies. These are strategies engineered and contractually guaranteed to address the individual circumstances that surround each individual client's goals, timeline, and available financial resources. We take the IF out of retirement income planning so that each client can retire with confidence and peace of mind. Welcome to retirement on the Green Line!
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
It may help your business be better prepared in the event of the death of a principal or key employee.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Even low inflation rates can pose a threat to investment returns.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.