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.
Making the most of surprises is a great reason to work with us.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Understanding how a stock works is key to understanding your investments.
Apps that help small business owners better manage and grow their business.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?