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!
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Universal Life Insurance
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Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Learn when it may not make sense to file a claim on your home insurance.
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A quick look at how federal income taxes work.
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Estimate the total cost in today's dollars of various mortgage alternatives.
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This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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How federal estate taxes work, plus estate management documents and tactics.
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What are your options for investing in emerging markets?