1612 Summit Avenue
"Navigating Your Financial Journey Together: Comprehensive Wealth Management for All Your Goals."
Easy as 1. 2. 3.
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:
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.
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.