Broker Check
Learn more about the benefits of Indexed Annuities Yahoo Finance Interview

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.

IN-Come vs IF-come

Our philosophy stems from a deep seeded belief that financial guarantees with consistent positive growth, should be the foundation of every wealth accumulation and retirement income plan.  The reality is that market based wealth can be accumulated, and market based wealth can be lost.  What most American's need (and want) as they build liquid wealth and, especially 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.   

Debt is always a killer of Wealth. 

In today's financail climate, consumers, corporations and, even our nation itself, are all drowning in wealth-killing Debt.  Our clients are educated on one of the fastest Debt Elimination and Wealth Accumulation processes ever invented.  Unlike many celebrity debt gurus, our proprietary process teaches our client how to "spend" their way out of Debt, insted of "sacrifice" their way out of Debt. Best of all, our proprioetary process teaches our client how to build liquid cash savings (wealth) WHILE slaying the Dragon of Debt.  No books to buy, no classes to attend.  Best of all, our client never has to give up "date nights", get a second job, or spend anymore money than they already spend each and every month. Call us today to find out how you could be debt free - including the mortgage on your home - in 9 years of less, and, debt free of all other consumer debts on average in 2 to 3 years, or less!  

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, wealth accumulation and retirement income strategies.  These are strategies all 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

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for Retirement

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

An Inside Look at Retirement Living

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

View all videos arrow