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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

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

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Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

 

What Is an Annuity?

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The Ivory Tower Changes Wall Street

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The New Red Scare: Chinese Ownership of U.S. Debt

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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This calculator helps estimate your federal estate tax liability.

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This calculator compares the financial impact of leasing versus buying an automobile.

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Safeguard Your Digital Estate

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Investors seeking world investments can choose between global and international funds. What's the difference?

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Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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What is your plan for health care during retirement?

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