Green Line NW Knows The

keys to a successful retirement

Let us help you grow your future.

What are the keys to a successful retirement?

At Greenline NW, LLC, we don’t “put on airs.” You won’t find us in 3-piece or sitting in glass offices in tall skyscraper buildings. What you will find, though, is a team of down-to-Earth professionals who truly listen. Specifically, we work hard to help you protect what you’ve worked hard to have. With that mission in mind, we’ve helped thousands of people in Oregon learn the keys to a successful retirement. Our main 3 tenants are:

  1. Safety comes first. Focus on protecting your principal.
  2. Achieve a reasonable rate of return (while preserving principal).
  3. Your plan should be simple. Eliminate as much confusion as possible in planning a financial future.
keys to a successful retirement

Protecting Your Life's Savings

One of the biggest fears retirees have is this: Will my money run out? Will we have enough to last? The first step to ensuring you have enough is to make a solid plan. Thankfully, retirees now have options to protect their money yet still have a reasonable rate of return over time. In other words – you can have both protection and earnings. One of the main keys to a successful retirement is to protect your assets from loss. In fact, this is one of the topics we cover in our ongoing in-person and online retirement education seminars. We want you to have the knowledge you need to feel comfortable about your money. Additionally, we also offer one-on-one meetings with people looking to get their retirement questions answered or get a second opinion about their current situation.

Learn The Keys to a Successful Retirement

Interested in how to protect your money from market loss? Looking for ways to secure your income for life? We’re here to help you discover your options. Call us for a private consultation or attend an upcoming educational session for more information. There is no cost to attend and no obligation – just honest, direct guidance and discussion.

Jim Malanowski

About Greenline NW

James (Jim) Malanowski has spent his entire career in finance. For over 30 years, Jim has helped people feel good about their financial futures and comfortable with their plan. After all, retirement should be a time to enjoy your life, not worry about your money. Our approach is different for two reasons: (1) we treat people like they are family or friends (not clients) (2) we do everything we can to ensure satisfaction. Basically, we take care of people and we help them reach their retirement goals.

For example, much of our work with clients involves making sure they have a “safe money” plan. In other words, if the stock market goes down, is your money at risk? If so, we can work with you to secure your principal. In addition, we can provide options for a reasonable rate of return on your money. Indeed, the keys to a successful retirement involve a balance of safety and reasonable growth.

You Have Choices

When it comes to keeping your money safe from market losses, you have options. For instance, some of the products we offer are available through several insurance companies. Each company has its own product benefits and options. In addition, each of those companies have a rating which indicates how solid its business is. At Green Line NW, we only work with top rated companies and products. When you meet with us, we can review your situation and discuss these options. We believe in keeping things simple, and ensuring a comfortable retirement.

grandparents hiking with their grandkids keys to a successful retirement milwaukie or

Enjoy a Meal, Get Informed

"UNderstanding different retirement strategies" Complimentary Seminar

Green Line NW delivers retirement protection seminars (as well as other topics) here in our community. We also offer online sessions for those who wish to learn the information from the comfort of their homes. As a thank you for attending, guests receive a complimentary meal at our in person events. For our virtual events, our guests enjoy a meal card – on us. During these workshops, we’ll review ideas or long-term retirement planning, money protection, risk tolerance, and strategies for leaving a legacy without probate involvement. Our events sometimes fill quickly, so be sure to reach out to save yourself a seat.

Why Greenline NW?

First, we treat people the way we’d treat our own family and friends. Your financial future can feel a bit scary. So, we’re here to make sure you understand all your options and help you feel comfortable with your plan. Secondly, we pay attention to the little things. When a client has something to celebrate (like the birth of a grandchild, or an anniversary), we take the time to recognize it. If our clients are going through hard times, we’re there for that, too. You may wonder what this has to do with retirement and financial planning. In our eyes – everything. In fact, we believe relationships come first. With mutual respect, trust, and understanding, we can work with you to achieve your goals.

Surely, you have lots of choices when it comes to a financial advisor. In fact, we recognize that we may not be a fit for everyone. However, if you are looking to have peace of mind with your retirement, reach out. Also, if you believe in a down-to-earth and straightforward approach, let’s talk. Safety, a reasonable rate of return, and simplicity are what we aim to provide. These are, we believe, the keys to a successful retirement.

SAFETY COMES FIRST​

During your working years, you might have been ok with higher risk. But, now that you are in (or near) retirement, things have changed. Obviously, the stock market goes up and down. However, the older we get, the less downturn we can handle. Specifically, if your retirement account takes a big hit during your golden years, you may not have time to recoup the losses. To address this risk, we offer options to secure your retirement savings. First safety, then potential growth.

Achieve "RRR"

So, do you have to choose between saving your money or earnings? Thankfully, the answer is no. A reasonable rate of return (RRR) is possible with the right strategy. In fact, some annuity or life insurance policies may allow you to both protect your principal and still get an RRR. Another way to look at RRR is to examine your risk tolerance. How much of your money will you keep safe? How much of it are you willing to lose?

Simple, Yet Effective

Finances can seem complex. But, they don’t have to be. A retirement strategy that narrows its focus on protection and a reasonable rate of return is simple. Yet, it works. Retirees shouldn’t have to spend hours and hours carefully watching their accounts. Instead, you deserve a plan that gives you confidence, comfort, and peace of mind. This is what a simple retirement strategy can do for you. Plus, we’re here to guide you through it all.

Your Future, Your Goals

Each of our clients has a story. In fact, their lives, their work, and their ideas all come into play with their finances. That’s why we take the time to know each of the people we work with. We want to understand your goals for your future. And, together, we can help you build it. Contact us today to get started on a comfortable and confident retirement.

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