Our Services

At Webb Capital Money Management we take a holistic approach to your finances. We will help prepare a financial plan and go over that plan to look for ways to help enhance the money you are saving and help reduce the taxes you are paying.

We will come up with strategies for investing your money designed to work towards your short-term and long-term goals.

As an Independent Firm we work for you and not a product manufacturer. This enables us to find a wide vairiety of products for your investment needs. We may also be able to save you on fees on your investment accounts as well as save you money on your existing insurance policies.

There is no cost or obligation to meet to discuss your goals. Our clients have found this meeting to be a key to their financial future.

 

INVESTMENT PLANS

  • Mutual Funds
  • Annuities
  • Retirement
  • College

QUALIFIED PLANS

  • 40l(k)s, 403(b)s, and 457
  • 401(k) Rollovers
  • SEPs and Simple Plans
  • Minimum Distribution IRAs/TSAs
  • ROTHs

RETIREMENT PLANNING

  • Social Security
  • Medicare
  • Medicaid

INSURANCE

  • Life (Term and Permanent)
  • Health (Individual and Group)
  • Disability (Short and Long Term)
  • Long Term Care (Individual and Group)

ESTATE PLANNING

  • Wills
  • Living Trusts
  • Family Trusts
  • Charitable Trusts
  • Estate Tax Reduction
  • Asset Protection
  • Succession Planning

There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.