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Our Services

We provide the highest level of service possible. We do this by offering Gold Medal Services to our clients. 

Discover all that Charles R. Green and Associates can do for you and see our services we have to offer below.

Services We Offer

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Retirement Planning

investment planning

Investments

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Tax Planning

Estate planning

Estate Planning

Risk management

Risk Management

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Education Planning

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Quarterly Economic Newsletters

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Special reports regarding Taxes

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Education Workshop Videos

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Providing guidance and assistance with spouse dependents upon death

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Analysis of your current estate plan & Concerns

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Analysis of Current Life Insurance Needs

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Let's Plan Your Future, Together.