1146 Maple Avenue
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:
Stocks & Bonds
Annuities: Fee-Based & More
Simple, SEP, and Roth IRAs
Endowment Funds & Donor Advised Funds
Long Term Care Insurance
Term, Universal, and Whole Life Insurance
401(k) & 403(b) Plan Design Assistance
Hourly or Flat Fee Financial Planning
Pension & PLOP Analysis
Beneficiary & Transfer-on-Death (TOD) Audits
Cash Balance Plans
Profit Sharing Plans
How much do you need to save to retire comfortably?
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)
firstname.lastname@example.org | 740-454-6113