Greenline Financial Services, LLC
Greenline Financial Services, LLC is committed to promoting sound, positive growth oriented financial strategies to its client base throughout the States of Ohio, Kentucky & Indiana.
Our philosophy stems from a deep seeded belief that, over time, consistent, positive growth, in the form of a "reasonable rate of return" to one's lifetime financial savings portfolio, is far more important than a risk based high rate of return in any single given year. Wealth can be accumulated. However, wealth can also be lost. What most American's need and want in their retirement years is sufficient income - income that cannot be lost, taken away, or diminished due to the death of a spouse. At Green Line Financial Services, we specialize in retirement IN-come planing. Not speculative, risk based retirement IF-come.
Helpful Content
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Teen Drinking and Your Liability
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Insurance Needs Assessment: When You're Young and Single
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Simple steps may help you foil hackers and protect your privacy.
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Learn a little about worldwide currency in this fun infographic
Immediate vs. Deferred Annuities
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Bonds may outperform stocks one year only to have stocks rebound the next.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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A presentation about managing money: using it, saving it, and even getting credit.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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It’s never a bad time to speak with your financial advisor about changes in your situation.
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Do you know these three personal finance sayings?
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What are your options for investing in emerging markets?
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?