Springboard Asset Management, LLC

With nearly 50 years of hands-on, real-life practical financial planning and investment experience, Charles and Rebecca of Springboard Asset Management, LLC have helped hundreds of families work towards and reach their financial goals.  Combining these skills with the best planning tools and having the right investment partners allows Springboard to deliver cost-effective, efficient solutions to their clients.

Over 30 years of CFP know-how  Charles M. Green, CFP® has been a Certified Financial Planner™ Practitioner for over two decades and Rebecca also has over a decade of CFP® experience. They have helped clients transition into retirement, refine retirement income strategies, plan for college, find their retirement dream homes, and countless other financial goals.

More than just investment selection  Picking the right investment mix is certainly an important part of the planning process. But proper tax, insurance and estate planning helps your family keep more of your hard-earned portfolio and makes it work harder for you. It is this complete, holistic process that seeks to provide the growth and security your family needs to meet your goals.

Congratulations on taking the first step to finding your trusted advisor. To see if Springboard is the right firm for your needs, contact us today and set up a complimentary "get to know you" meeting. We look forward to meeting you.

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Advisors at this Office

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This Office

250 Main St S Ste 10 Southbury, CT 06488-2263 Phone: (203) 651-7110

Primary Office

355 Highland Avenue, Suite 201 Cheshire, CT 06410 Phone: (203) 651-7110 Fax: (203) 651-7112

Other Offices

250 Main St S Ste 10 Southbury, CT 06488-2263 Phone: (203) 651-7110
31 Cherry St Milford, CT 06460-3465 Phone: (203) 651-7110 Fax: (203) 651-7112