Our Services
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
- 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
- Full-Scope Retirement Plan Consulting Services
- Individual Participant Advice through LPL Financial (PCAP)