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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