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

Services

  1. Services

OUR SERVICES

WHAT WE OFFER

At Charles R. Green & Associates Inc., we provide the highest level of service possible. We do this by offering Gold Medal Services to our clients.  These services include:

 

  • eMoney retirement planning analysis & forecast for your income needs
  • Quarterly Newsletters to keep you apprised of current economic conditions
  • Special reports on how to help reduce your taxes and other important topics
  • Online access to consolidated account information
  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investments
  • Quarterly, semi-annual or annual meetings to: review and evaluate investment performance, update overall financial objectives and if necessary, reallocate portfolio as agreed upon by you
  • Recommendations of tax strategies including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation
  • Providing guidance and assistance to spouse/dependents upon death of a loved one
  • Analysis of your current estate plan and concerns
  • Continual development and implementation of recommendations to fund your income needs and help maintain a financially independent standard of living

 

For more information on the Gold Medal Services offered at Charles R. Green & Associates, Inc. please contact our office at 817-348-8700 or click here.

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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