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Text Content

Locate Us

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 * Home
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Client Access



YOUR PERSONAL & BUSINESS
FINANCIAL PLANNERS



"Navigating Your Financial Journey Together: Comprehensive Wealth Management for
All Your Goals."

call: 817.348.8700


LET'S PLAN YOUR FUTURE, TOGETHER.

Name
Email
Address
Phone
Message
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OUR PROCESS

Easy as 1. 2. 3.



1. Plan Your Future

2. Build Your Strategy

3. Protect Your Plan


OUR FINANCIAL SERVICES




RETIREMENT PLANNING


INVESTMENTS


TAX PLANNING


ESTATE PLANNING


RISK MANAGEMENT

See All Our Services


EXTRA BOX


FIDUCIARY DUTY



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.

 * Duty of Care.  Fiduciaries must make informed business decisions after
   reviewing all available information.  We analyze comprehensive information
   about your financial picture before making recommendations or plans.
 * Duty of Loyalty.  Fiduciaries must not have any undisclosed economic or
   personal conflicts of interest.

We are proud to commit to the following five fiduciary principles:

 * We will always put your best interests first.
 * We will act with prudence; that is, with the skill, care, diligence, and good
   judgment of a professional.
 * We will not mislead you, and will provide conspicuous, full and fair
   disclosure of all important facts.
 * We will avoid conflicts of interest.
 * We will fully disclose and fairly manage, in your favor, any unavoidable
   conflicts.


WE KNOW YOU HAVE QUESTIONS



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.

Frequently Asked Questions


WHY CHOOSE US?




OUR MISSION

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:

 * Quality Financial Advice
 * Quality Financial Products
 * Continued Quality Financial Services


YOU AS OUR CLIENT

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.


STRATEGY

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.

CONTACT

817.348.8700

invest@charlesrgreen.com

1612 Summit Ave., Ste. 350 Fort Worth, TX 76102




QUICK LINKS

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Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Charles R. Green & Associates, Inc. All Rights Reserved. Charles R. Green offers
securities and investment advisory services through Osaic Wealth, Inc.. member
FINRA/ SIPC. Insurance offered through Charles R. Green & Associates, Inc. and
is not affiliated with Osaic Wealth, Inc.. This communication is strictly
intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL,
KY, LA, MI, MS, NC, NJ, NV, OH, OK, OR, SC, TN, TX, VA, VT, WA, WY. No offers
may be made or accepted from any resident outside the specific state(s)
referenced. PLEASE NOTE: When you link to any of the websites displayed within
this website, you are leaving this website and assume total responsibility and
risk for your use of the website you are linking to. We make no representation
as to the completeness or accuracy of any information provided at these
websites. California License No: 0K95566