Charles R. Green & Associates, Inc. is a fiduciary financial planning firm offering comprehensive wealth management services including retirement & income planning, investment & wealth management, tax planning, estate planning, and insurance & risk management.
The firm prioritizes clients' best interests through a duty of care and duty of loyalty, adhering to five fiduciary principles: client-first interests, prudence, full disclosure, avoidance of conflicts, and management of unavoidable conflicts. Services are delivered by experienced financial planners and advisors committed to personalized financial strategies and ongoing monitoring.
Fiduciary commitment to clients' best interests
Comprehensive suite of financial services
Expert team with CFP and CFA credentials
Services
Retirement & Income Planning
Tailored strategies to ensure financial security and income during retirement.
Comprehensive retirement income analysisSocial Security optimizationAnnuity and pension planning
Investment & Wealth Management
Asset management and portfolio construction to grow and preserve wealth.
Strategies to minimize tax liability and maximize after-tax returns.
Tax-efficient investment strategiesDeduction and credit analysisRoth conversions and estate tax planning
Estate Planning
Planning to preserve and transfer wealth efficiently.
Will and trust creationProbate avoidance strategiesCharitable giving planning
Insurance & Risk Management
Protection against financial risks through appropriate insurance solutions.
Life, health, and disability insuranceLong-term care and umbrella policiesRisk assessment and mitigation strategies
Credentials & Certifications
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Frequently Asked Questions
What is fiduciary duty? +
Fiduciary duty is the requirement that certain professionals work in the best financial interest of their clients. As fiduciaries, we must prioritize our clients’ interests over our own, fulfilling two key duties: duty of care and duty of loyalty.
How does a Roth conversion work? +
A Roth conversion is when funds from a traditional IRA or other qualified retirement plans are converted into Roth IRA assets, allowing you to pay tax today on your investment earnings so they can be withdrawn in retirement entirely tax-free.
What tax deductions are available for retirement planning? +
Retirement accounts such as 401(k)s and IRAs offer tax-deferred growth, and contributions may be tax-deductible. Additionally, you may deduct property taxes and mortgage interest, and utilize medical savings accounts to reduce taxable income.
