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Greenbush Financial Group, LLC (GFG)

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Greenbush Financial Group, LLC (GFG)

Overview:

Investment Management

There are four elements that allow us to stand out in the investment management industry.

   We are an independent registered investment advisory firm
   We are fee based
   All of our investment portfolios are managed in-house
   Focus on risk management

We not only take the time to fully understand your needs and investment objectives but we also spend a considerable amount of time educating our clients on the investment strategy being employed in their portfolio, risk/reward trade-off of each investment holding, and the performance of their portfolio versus the applicable benchmark.

We initiate and conduct regular, ongoing investment review meetings. These periodic meetings allow our clients to understand how their assets are being managed and it also provides us with the opportunity to assess if there have been any changes in a client’s circumstances that would prompt us to change the asset allocation of their investment portfolio.

Active(k)

The benefits of active management have finally arrived to the participant directed 401(k)/403(b) industry. Active(k) is an employer sponsored qualified retirement plan solution born between Greenbush Financial Group, LLC and Hugh Johnson Advisors, LLC. This is a fully bundled retirement plan solution that includes:

   Third Party Administration
   Daily Valuation Recordkeeping
   Investment Advisory Services

What makes us different? In addition to providing plan participants with access to an open architecture menu of no-load mutual funds we also provide plan participants with direct access to three actively managed portfolios sub-advised by Hugh Johnson and his team of advisors at Hugh Johnson Advisors at no additional cost to the plan or the plan participants.

But to be the best, Active(k) also places an overemphasis on:

   Employee Education
   Competitive Plan Fees
   Participant Level Investment Advice
   3(38) Fiduciary Investment Services
   Headache Free Administration
   Custom Plan Design

Please feel free to reach out to our Active(k) team to request a meeting to run a side by side comparison of your current 401(k) plan versus our Active(k) platform.

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.

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