Greenbush Financial Group

About

GFG is an independent wealth management firm specializing in employer sponsored retirement plans, financial planning, and investment management.

Story

The three main services we offer at GFG are financial planning, investment management and employer sponsored retirement plans.

We offer clients fee-based financial planning services that are customized to meet the unique needs of each individual client. To ensure that we are fully meeting the needs of our clients, our financial planning services are conducted by a Certified Financial Planner©.

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.

In 2008, GFG created an independent 401(k)/403(b) solution called Active(k) which is designed to provide companies with access to a best in class employer sponsored retirement plan solution at a cost typically lower than most of the other 401(k)/403(b) platforms available in the marketplace. The Active(k) solution includes third party administration, daily valuation recordkeeping, investment advisory, and co-fiduciary services. We also provide our plans with participant level investment advice, on-site employee education meetings, a flexible investment menu and access to actively managed portfolios.

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Greenbush Financial Group is not affiliated with APFS . Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Products

- Financial Planning
- Investment Management
- Employer Sponsored Retirement Plans
- 401(k) Consulting and Employee Education