We've been with Springboard for over 12 years now and are very pleased with our outcomes and relationship with Charles and Rebecca. When we first started with Springboard I remember Charles words so well in that they would certainly be helpful initially as we continued to save for retirement, but the true benefit would be once we did retire, how best to manage our funds and income during our retirement years. Now finding better words could not have been spoken. read more

Charles was very nice and eager to help me answer questions over the phone regarding financial distributions of a retirement fund. I will definitely be reaching out to them again once things settle and I'm ready to invest. read more

I started working with Charles and Rebecca Green two years ago when I became better informed about the sneaky commissions that were currently being drained from my investment accounts. Charles and Rebecca helped me find better investments, and make long-term plans for my son's college tuition, as well as retirement. They don't just make recommendations, though, they teach you, empower you, and help you with every detail along the way. They have facilitated conference calls with financial institutions (which would have confused me), printed out convoluted forms and walked me through them, and even put stamps on pre-addressed envelopes so all I had to do was sign the forms and drop them in the mail. Their dealings with clients are completely transparent. If their client doesn't understand something, they explain it again until their client is fully informed and comfortable making a decision. Charles and Rebecca helped me so much with my own finances that I recommended them to my mother, who was in the process of retiring from her long standing position. I'm not exaggerating when I tell you that their efforts on her behalf saved her thousands of dollars. They have helped her navigate a confusing system, and made her feel more confident about her ability to live out the rest of her life with financial security. They continue to manage her accounts, and as I've become more involved in assisting her, I am continually grateful for the expertise, professionalism, and support of Charles and Rebecca. I highly recommend their investing and financial advising services. You can't afford to receive bad advice from commissions-based "planners." Go to the best, make an appointment with Springboard Asset Management. read more