• 817-348-8700
  • invest@charlesrgreen.com
  • 1612 Summit Ave., Ste. 350, Fort Worth, TX 76102

Build

  1. Build

Once your “Customized” plan has been created, Implementation is next. This component consists of:

Working closely with your/our Financial Planning professionals

  • Board Certified Estate Planning Attorney
  • CPA or Tax Advisor
  • Insurance Agent

 

Utilize eMoney for Retirement Planning Needs

  • Forecasts
  • Cash flow analysis

 

Use Quality Financial Products for your investment mgmt. needs.  Emphasis on:

  • Consistent returns
  • Appropriate amount of risk to obtain those returns
  • Costs

 

All investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

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