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Sample Business Plan

Sample Business Plan

Sample Business Plan The business plan for a startup business provides entrepreneurs with a guide in creating a business plan and items to consider when starting a new business.   Click on the PDF link in the green box below.   Download the whole...

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Types of Retirement Plans

Types of Retirement Plans

Types of Retirement Plans The comparing retirement plans chart gives business owners the ability to compare different types of plans available to their company.   Click on the PDF link in the green box below.   Download the whole PDF:   Comparing...

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Rollover Chart

Rollover Chart

Rollover Chart Provides individuals with clarification on the rollover rules for retirement accounts and IRA’s.   Click on the PDF link in the green box below.     Rollover Chart...

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Expense Planner

Expense Planner

Expense Planner The expense planner is used to determine your annual after tax expenses both now and in retirement.   Click on the PDF link in the green box below.     Expense...

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Financial Planning Questionnaire

Financial Planning Questionnaire

Financial Planning Questionnaire The financial planning questionnaire is used to gather information in the initial phase of the financial planning process with Greenbush Financial Group.   Click on the PDF link in the green box below.   Download...

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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.