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!
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Five creative (and inexpensive) ideas for motivating your employees.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How long does a $20 bill last?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
When considering life insurance, it's important to understand your options.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Make your retirement as exciting as your next vacation.
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.