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

Protect

  1. Protect

Once a plan is implemented, we constantly monitor! This is through:

Routine Review Meetings

  • We review and revisit the original plan
  • The Advisor and the client monitor progress toward the client’s goals and objectives
  • We make notes of any material changes or life events

 

Regular Market Update Socials with Guest Industry Professionals

Topics include subjects such as:

  • Updates on the Economy/markets
  • Social Security
  • Medicare
  • Cyber Security

Our goal is to always be in front of our clients.

 

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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