Broker Check

Greenline Financial Services Logo
Learn more about the benefits of Indexed Annuities Yahoo Finance Interview Ready for Retirement?

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!

Helpful Content

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for Retirement

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Surprises

Making the most of surprises is a great reason to work with us.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos arrow