With total student loan debt in the United States approaching $1.4 Trillion dollars, I seem to be having this conversation more and more with clients. The amount of student loan debt is piling up and it’s putting the next generation of our work force at a big...
There is a little known change that was included in tax reform that will potentially have a big impact on business owners. The new tax laws that went into effect on January 1, 2018 placed stricter limits on the ability to deduct expenses associated with...
Our fee‐based advisory team provides our clients with actively managed portfolio that support their overall financial plan. Our top down macroeconomic strategy is designed to
assist our clients in achieving financial stability and growth.
Company Retirement Plans
We love employer sponsored retirement plans!! We provide clients with access to 401(k) Plans, Simple IRA’s, Single(k) Plans, SEP IRA’s, and Pension Plans. Our solutions focus on low fees, tax savings, plan design, high quality investments, employee education, and headache free administration.
Our fee‐based financial planning services provide our clients with retirement projections, college savings, asset allocation, estate planning, insurance analysis, and cash flow optimization. Our clients work with a Certified Financial Planner® to create a personalized financial plan.
About Greenbush Financial
Greenbush Financial Group, LLC is an independent registered investment advisory firm based out of New York that specializes in employer sponsored retirement plans and financial planning. We have clients all over the United States that range from individual financial planning clients that live in Capital Region to 401(k) clients that have hundreds of employees all across the country. GFG was established in January 2000 as a traditional wealth management firm and we currently serve as investment advisor to over $200,000,000 in client assets. In 2016, we made the strategic decision to build a platform that would allow us to deliver our best in class advisory and financial planning services to clients regardless of where they live and work. Our virtual platform has allowed us to reduce the cost of our services and continue to build personal relationships with new clients via our easy to use video conferencing systems. Our clients have the pleasure to work with a team of seasoned financial professionals that maintain the Certified Financial Planner® (CFP) and/or Certified Public Accountant (CPA) designations.