FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

Financial Planning

We offer clients fee-based financial planning services that are customized to meet the unique needs of each individual client. These financial plans encompass one or more of the objectives listed below.

  • Retirement Projections
  • College Savings
  • Tax Planning
  • Estate Planning
  • Investment Allocation Review
  • Insurance Analysis
  • Cash Flow Optimization

To ensure that we are fully meeting the needs of our clients, our financial planning services are conducted by a Certified Financial Planner©. Please feel free to request a complimentary consultation meeting with our financial planning team.

Contact GFG About Financial Planning

Investment advisory services offered through Greenbush Financial Group, LLC. Greenbush Financial Group, LLC is a Registered Investment Advisor. Securities offered through American Portfolio Financial Services, Inc (APFS). Member FINRA/SIPC. Greenbush Financial Group, LLC is not affiliated with APFS. APFS is not affiliated with any other named business entity. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.