It is our mission at Charles R. Green & Associates, Inc. to ensure that our clients are assisted in meeting their financial and retirement goals by providing:
- Quality Financial Advice
- Quality Financial Products
- Continued Quality Financial Services
As our client, we discuss your options and make choices together. Once decisions 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.