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Together, let's build a financial roadmap for your future.

Advisor
Speaker
Author
Educator

We'll educate you about how the financial game is played, all while personalizing the experience to match your unique objectives, concerns, and financial capacity.
-Jeff Brummett

Let us help guide you to a confident retirement.

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Our independence gives our clients choices and great flexibility.

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Retirement Risks

My father and I had an amazing nine year run as successful entrepreneurs, building a two-time Inc. 500 company, then 2008 hit, and we suffered devastating losses. Within six months, we went from owning one of the 500 most successful, fastest growing private companies in the United States; to losing everything - and I mean EVERYTHING.

I was only 44 and I had time to recover. However, my father did not. He had just turned 65 years old, and in a blink of an eye he lost virtually everything he worked for his entire life. 40 years of work, sacrifice and savings - and in six months, it was all but gone. I understand, first hand, the devastating impact when losses are incurred... at the wrong time.

1

Market Risk

Fact:  Diversification OF market risk, is not the same as Diversification FROM market risk.   You can't spread risk, over more risk and magically come away with "safety".

2

Inflation Risk

Today's retirement income asset allocation strategy MUST include strong increasing income opportunities, capable of overcoming both long-term market downturns, and rising interest rate cycles.

3

Longevity Risk

Living into one's 90s is prevalent these days, and only serves to multiply risks 1 & 2.  Conventional portfolio wealth management?  Not on our watch!

Schedule a call with us before it is too late

How We help

My team and I take the time to educate each client as to how the game is played. We customize that educational process to fit your individual goals, concerns and financial capacity. No smoke and mirrors. Only hard facts, and proven financial strategies that have weathered even the most volatile of hard times.

At Green Line Financial Services we promote powerful principle wealth protection strategies that are contractually guaranteed to grow our clients’ wealth 100% free of national and global stock market risks. We understand your unique financial needs.  Financial peace of mind can only occur in retirement when principle and income are contractually guaranteed and have the ability to increase over time.

  • Retirement Planning
  • Retirement Income Planning
  • Tax Planning
  • Estate Planning
  • High Net Worth Investing
  • Portfolio & Money Management
  • Volatility Protection Strategies
  • Medicare & Social Security Planning
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Jeff Brummett

Owner/Operator

Jeff is an Amazon #1 best selling author, public speaker, popular radio talk show host and a 30 year executive management and entrepreneurial leader. He is one of the most prolific and sought after public speakers in the field of retirement wealth and income planning management.

In his own words... "I've seen it all. From millions of dollars in revenue to experiencing sudden and significant losses, I know firsthand the emotional rollercoaster of financial ups and downs. But what really hits close to home is watching these things happen to my father at a point in his life where he couldn't possibly recover. It's why I'm so passionate about helping clients understand how the retirement game is played, and structuring a broadly diversified plan that can win - regardless of the financial enemy we face in the future.

To me, every client is like family. Every day, I wake up with one mission: to ensure my clients can enjoy the wealth they've worked so hard to accumulate. Retirement isn't about getting rich, anymore - it's about living the life you've always dreamed, without any financial worries."

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Cameron Brummett

Fiduciary Advisor
Director of Educational Content Production

Cameron holds a Fiduciary Series 65 Securities Investment Advisory License and is also a Licensed Life Insurance Professional.  His passion is focused upon helping high income earners eliminate debt in the most efficient manner while simultaneously creating liquid capital and tax efficient savings strategies in the process.  Cameron has become a master at helping his client's navigate strategic debt elimination opportunities while doing so within each individual client's normal life's cashflow - without having to get a second job, learning how to survive on rice and beans, sell their car and drive a beater, or eliminating that all important "date night out."  Cameron prides himself on teaching clients how to become debt free on average within 6 - 9 years - including the mortgage on their home even if they just purchased the home - and all consumer debt within 2 - 3 years.  However, instead of being debt free and broke along the way, Cameron's average client is able to accumulate several hundred thousand dollars in liquid savings along the way.

Cameron is an avid educational content developer and serves as the Director of Educational Content Production for all Green Line Financial Services's online educational programs.

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Leslie Husarenko

New Business Specialist

Leslie Husarenko has extensive experience working in the financial industry for the past 25 years assisting top producers with client services. She has tremendous experience with Life products and is a registered insurance agent. She is known for her friendliness and knowledge assisting new clients with our onboarding process, she makes it her mission to address and solve customer's questions efficiently.

Leslie is a proud mom of three and has six loving grandchildren, on weekends you will find Leslie cruising around on her boat enjoying the island life.

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Lisa Martinez

Case design Advisor

Lisa has been in the industry for over 18 years.  As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.

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James Jurica

CFP® CLU® CHFC® RICP®

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client. James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.

Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Greenline Financial Services nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.

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Peter Gerdes

Website Designer

Peter has loved art since as far back as his memories go - and has been drawing his world for about the same. But when he was asked to design his first logo when he was 15, he knew that he had found his calling.  Passion is knowing that what you do makes a difference.  Peter takes ideas from his clients, and turns them into designs, and then develop those designs into forms that rock our world.

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About Jeff Brummett

With more than 25 years of experience in executive management, entrepreneurship, and business, I've seen it all. From generating millions of dollars in revenue to experiencing sudden and significant losses, I know firsthand the emotional rollercoaster of financial ups and downs.

But what really hits close to home is watching my father struggle after losing everything at a point in his life where he couldn't possibly recover. It's why I'm so passionate about helping my clients protect their life savings and avoid any missteps that could derail their financial future.

To me, every client is like family - and I take their financial security very seriously. Every day, I wake up with one mission: to ensure that my clients can enjoy the wealth they've worked so hard to accumulate, with joy, generosity, and peace of mind. Because retirement isn't just about getting rich - it's about living the life you've always dreamed of, without any financial worries.

Jeff is an Amazon #1 best selling author, public speaker, popular radio talk show host and a 25 year executive management and entrepreneurial leader. He is one of the most prolific and sought after financial public speakers for tax efficient retirement planning.

Schedule A Call

Jeff Brummett Radio Shows

Audiences everywhere agree, Jeff is a master at creatively communicating complex financial retirement ideas with humor and simplicity while tying them to practical, commonsense strategies that can help secure a confident financial future full of growth, and peace of mind. Click the links below to listen to Jeff Brummett's Radio Shows.

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The Worthless IRA

- Jeff Brummett -

A book about how to keep wall street and Uncle Sam from getting their greedy little fingers on your hard earned money.

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