Planning for Retirement
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TRANSITION PLANNING
Laura Webb, along with being a Certified Financial Planner™ practitioner is also a Certified Financial Transitionist®. She and her team can support you in creating a strategy for confidently maneuvering through some of the more complex transitions in life such as divorce, death of spouse, sale of a business, retirement or inheriting a sum of money.
INVESTMENT CONSULTING
Our successful investment management strategies aim to provide optimal and sustainable returns while being mindful of your goals and individual risk tolerance.
Support services in this area include:
- Risk assessment
- Allocation/portfolio performance analysis
- Investment strategy development and review
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- Progress reporting
- Socially responsible investing
SUSTAINABLE SOCIALLY RESPOMSABLE INVESTING
Webb Investments is an independent wealth management practice dedicated to empowering successful individuals, particularly women, to take control and make intelligent decisions about their financial futures.
For over two decades, we have balanced planning and investing expertise with warm, personal support, to competently and compassionately guide our clients through many phases of financial transition and change.
WEALTH ENHANCEMENT
We’ll help you cultivate and manage the cash flow we know you need, to meet your personal goals while minimizing your tax impact. We can also assist with retirement planning, putting your investments and assets to optimal use for an abundant future.
WEALTH PROTECTION
Working with any other relevant advisors, we will help address any concerns and assist with protection from catastrophic loss, potential creditors, litigants, and identity thieves.
WEALTH TRANSFER
We will assist you in finding and facilitating the most tax-efficient way to pass assets to your spouse and/or succeeding generations, all while ensuring your personal wishes are met.
WOMEN’S INVESTMENTS
Too often women put themselves, and their futures, last on their list of priorities; our aim is to give them the time and the tools to explore where they are, and what they are envisioning and working towards.
Webb Investment Services warmly encourages you to learn more about the special opportunities available for female clients. Contact Laura Webb directly with inquiries.
RELATIONSHIP MANAGEMENT
Working in partnership with your network of legal, insurance and tax professionals, we will find the best solutions for implementing all components of your individual wealth management plan.
CHARITABLE GIVING
Let us guide you toward finding the most impactful means of meeting your charitable goals and planning your legacy.