Your Personal & Business Financial Planners

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.

couple meeting with retirement planner for financial planning

Let's Plan Your Future, Together.

Our Financial Services

icon of a chair and umbrella regarding retirement
Retirement Planning
investment planning
gavel representing tax planning
Tax Planning
Estate planning
Estate Planning
Risk management
Risk Management

fiduciary duty

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.

  • Duty of Care.  Fiduciaries must make informed business decisions after reviewing all available information.  We analyze comprehensive information about your financial picture before making recommendations or plans.
  • Duty of Loyalty.  Fiduciaries must not have any undisclosed economic or personal conflicts of interest.

We are proud to commit to the following five fiduciary principles:

  • We will always put your best interests first.
  • We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  • We will not mislead you, and will provide conspicuous, full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

We Know you have questions

If unsure where to start or in need for some quick info we've created a page just for that. Take a look in our "Frequently Asked Question" section.

Why Choose Us?

Our Mission

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:

  • Quality Financial Advice
  • Quality Financial Products
  • Continued Quality Financial Services

You as our client

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.

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