Wealth Management | Webb Financial Group LLC

SERVICES

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

At Webb Financial Group, LLC, we provide professional assistance in the following areas:

Investments

Stocks & Bonds

Advisory Accounts

Annuities: Fee-Based & More

Simple, SEP, and Roth IRAs

Endowment Funds & Donor Advised Funds

Disability Insurance

Long Term Care Insurance

Term, Universal, and Whole Life Insurance

Financial Planning

401(k) & 403(b) Plan Design Assistance

Hourly or Flat Fee Financial Planning

Pension & PLOP Analysis

College Planning

Beneficiary & Transfer-on-Death (TOD) Audits

Participant Education

Cash Balance Plans

Profit Sharing Plans

How much do you need to save to retire comfortably?

Business Services

Help navigate what 3(16), 3(21) & 3(38) means to your business

Investment Manager Due Diligence Selection Support

Full-Scope Retirement Plan Consulting Services

Individual Participant Advice through LPL Financial (PCAP)

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

scott.webb@lpl.com | 740-454-6113