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

Services

  1. Services

OUR SERVICES

WHAT WE OFFER

Charles R. Green & Associates, Inc. offers our clients a number of products and services. This includes:

 

  • Comprehensive financial analysis
  • Client contact every 90 days
  • Annual and/or quarterly reviews
  • Investment and retirement planning
  • Specialization in retirement distributions, 401(k), 403(b), transfers and rollovers
  • Licensed in mutual funds, variable annuities, life insurance, fixed and equity indexed annuities
  • Special services for retired investors including help with Required Minimum Distributions
  • Estate planning/CPA referral
  • Notary services
  • Educational and client appreciation events
  • Quarterly newsletters
  • Weekly market updates
  • User-friendly website that offers newsletters, research articles, and retirement calculators

We use a holistic approach that focuses on key wealth management pillars.

Once your customized plan is created, implementation is next.

Our goal is to protect this strategy by monitoring our client's accounts.

Charles R. Green and Associates, Inc.
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