49 Wallingford Road
Cheshire, CT 06410
203-651-7110
877-397-6699
Cheshire, CT 06410
203-651-7110
877-397-6699
A Team Approach
Solutions for Families and
Small Businesses
Although our clients have different backgrounds and goals, they share some common traits:
Are you the right fit for Springboard?
| • | A desire for unbiased advice that focuses on process, not product |
| • | An appreciation for efficient, time-tested, low-cost investment solutions |
| • | A want for a professional financial partner that takes the time to really understand their family and needs |
| • | Skepticism for brokers and advisors that focus on commission-based investments |
Welcome to the website of Springboard Asset Management, LLC
If any of these traits resonate with you, contact Springboard now to schedule a no-cost, exploratory meeting.
All clients are serviced by two CERTIFIED FINANCIAL PLANNER™ Practitioners: Charles M. Green, CFP® and Rebecca D. Green, CFP®. With over 34 years of combined industry experience, our diverse backgrounds provide our clients a unique, in-depth planning experience and balanced insight into the money management process.
View actual client case studies below to learn more about the value that Springboard can bring.
Both Charles and Rebecca started their financial services careers by working with retirement plans and institutional investors. As their careers brought them to roles closely working with families and their financial goals, they have been able to leverage their backgrounds to build portfolios for their clients in the same way that large institutions do, while crafting plans that address the needs of the family.
When working with 401(k) and other retirement plan trustees, Springboard incorporates the needs of the individual investors with the legal obligations of the plan trustees, resulting in superior plan solutions.
When working with 401(k) and other retirement plan trustees, Springboard incorporates the needs of the individual investors with the legal obligations of the plan trustees, resulting in superior plan solutions.
