Greenbush Financial Group offers fee-based financial planning (including retirement projections, college savings, asset allocation, estate planning, insurance analysis and cash flow optimization), investment management (actively managed portfolios with a top-down macroeconomic strategy) and employer-sponsored retirement plan solutions (such as 401(k) plans, SIMPLE IRAs, SEP IRAs, pension plans) with a focus on low fees, tax savings, plan design, quality investments and employee education.

Greenbush Financial Group emphasizes starting client relationships with a comprehensive financial plan that integrates tax strategy, investment strategy and a clear action plan tailored to each individual. They also leverage tax expertise via their partnership with a CPA firm, and offer virtual planning/investment management so they can serve clients nationwide.

Greenbush Financial Group is a fee-based advisory firm. Their team includes professionals with the Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) designations. Investment advisory services are offered through Greenbush Financial Group, LLC, an SEC-registered investment advisor.

To get started, you can contact Greenbush Financial Group by scheduling a consult call via their website. Their office is located at 159 Wolf Road, Suite 101, Albany, NY 12205 and phone number (518) 477-6686. They welcome clients nationwide through their virtual platform.

Yes. Greenbush Financial Group provides employer-sponsored retirement plan services, including 401(k), SIMPLE IRA, SEP IRA, Solo(k), cash balance plans and combination DB/DC plans. They assist with plan design, low-fee investment selection, administration, compliance and employee education.

Greenbush Financial Group offers fee-based financial planning services customized to each individual client. Depending on the client’s unique situation, the financial plan may include retirement projections, college & FAFSA planning, tax planning, estate planning, investment allocation review, insurance analysis, cash flow optimization and Roth conversion strategy.

Yes. For clients who live outside the Capital Region, Greenbush Financial Group uses video-conferencing (Zoom) and screen-sharing for virtual meetings. The platform connects clients via iPad, smartphone, laptop or desktop to meet with a Certified Financial Planner® as if in person.

You will work with a financial planner who holds the Certified Financial Planner® (CFP®) designation as part of Greenbush Financial Group’s team offering personalized financial planning services.

All financial planning engagements at Greenbush Financial Group begin with a complimentary consult to understand your objectives. Following that, a tailored fee-based plan is developed to match your individual goals.

Yes. Greenbush Financial Group can customize the financial planning engagement to focus purely on select areas—such as only college planning and insurance analysis—rather than delivering a full comprehensive plan, depending on the client’s needs.

Greenbush Financial Group offers investment management services through a discretionary asset-management model. They act as a fiduciary, begin by creating a custom comprehensive financial plan, then tailor asset allocation, and actively monitor and adjust portfolios to align with a client’s risk tolerance, financial goals and time horizon.

GFG starts each investment relationship with a comprehensive financial plan that drives the asset allocation. Then they customize the portfolio holdings (stocks, bonds, mutual funds, ETFs, alternative investments) to match risk profile and goals. They also use active management, monitoring economic and market conditions to reposition portfolios as needed.

Clients of Greenbush Financial Group have access to diverse investment options including stocks, bonds, mutual funds, exchange-traded funds (ETFs) and alternative investments. The firm emphasizes transparent fee structure and actively managed portfolios rather than relying solely on passive or third-party money managers.

Yes. Greenbush Financial Group offers a virtual investment advisory service via video conferencing and screen-sharing for clients outside their local region. This includes semi-annual investment reviews and full portfolio management on a fee-based advisory model.

Greenbush Financial Group uses a fee-based compensation model for investment management with a clearly defined fee structure and no hidden costs. The firm aligns its interests with clients’ success by acting as a fiduciary and avoids relying on expensive third-party money managers.

To begin investment management with Greenbush Financial Group you schedule a complimentary consultation. They’ll review your current portfolio, offer a side-by-side comparison to their model portfolio if desired, discuss their outlook and determine if their discretionary asset management service fits your situation.

Greenbush Financial Group’s virtual platform allows clients across the United States to access their financial planning, investment management and employer-sponsored retirement plan services via video conferencing tools like FaceTime, WebEx, and JoinMe. The virtual service was developed to serve clients who live outside the firm’s Capital Region and desired to retain their advisor even after relocating.

The virtual platform supports Greenbush Financial Group’s three core services: fee-based financial planning, investment management (discretionary) and employer-sponsored retirement plan solutions. These services are provided virtually to clients outside of the firm’s home region.

Getting started involves scheduling a complimentary consultation with Greenbush Financial Group. During that consultation they will review your current situation, explain how the virtual platform works, and determine how their planning, investment management or retirement-plan services apply to you.

The advantages include: being able to work with experienced advisors remotely from anywhere, avoiding the need to travel to the office, receiving the same level of service whether local or remote, and seamless delivery of their core services (financial planning, investment management, employer plans) through digital tools. Additionally, the firm developed the virtual platform in response to clients moving out of their local region but wanting to retain their existing advisor relationship.

Greenbush Financial Group offers a full spectrum of employer-sponsored retirement plans, ranging from SEP IRAs and SIMPLE IRAs for smaller firms, to Single(k) (owner-only) 401(k) plans, to traditional 401(k) plans, DB/DC combination plans, as well as 403(b), 457, pension and deferred compensation plans.

Greenbush Financial Group emphasizes deep expertise in plan design, tax strategy, compliance, investments, and participant-level investment advice. They built solutions in response to common issues (high fees, administrative burden, lack of employee education) and offer a virtual platform so they can service companies across the U.S. from their headquarters in Albany, NY.

An appropriately-designed employer-sponsored retirement plan is one of the most powerful tools for business owners to reduce current tax liability, attract and retain employees, and accumulate wealth efficiently. Greenbush Financial Group uses its expertise in plan design, tax strategy and administration to help businesses realize these benefits.

The first step is to schedule a complimentary consultation. Greenbush Financial Group will review your current retirement plan (if any), discuss your business objectives, and determine which type of plan and design best aligns with your goals.