At Charles R. Green and Associates, Inc. we are a family and our clients are part of that family. With our team of financial planners, we focus on helping our clients pursue their financial and retirement goals.
When you become a client, you get to know our entire team.
What is fiduciary duty: Fiduciary duty is the requirement that certain professionals work in the best financial interest of their clients. As a Fiduciary, we must prioritize our clients’ interests over our own. Fiduciaries have two key duties: duty of care and duty of loyalty.
We are proud to commit to the following five fiduciary principles:
It is our mission at Charles R. Green & Associates, Inc. to ensure that our clients are assisted in pursuing their financial and retirement goals by providing:
As our client, we discuss your options and make decisions together. Once those have been made, a financial strategy tailored to your individual needs is implemented. Changes in life, wealth, the economy, taxes, the market, or other variables may warrant modifications to financial strategies. Thus, our strategy process is of utmost importance.
Our strategy starts with a PLAN. This entails creating a comprehensive outline of our client’s specific needs, investment objectives and goals. Next, our goal is to BUILD your plan using quality financial products. Finally, our goal is to PROTECT this strategy by monitoring our client’s accounts.