Alan Webb
CEP®, CMFC®, CRC®
Alan Webb is a nationally recognized Certified Estate Planner, Chartered Mutual Fund Counselor and Certified Retirement Counselor, and also holds the position of Senior Vice President at Quail Creek Bank.
Alan is a registered representative of LPL Financial, the nation’s largest independent securities brokerage firm in terms of total revenues. He has gained exceptional experience in the complex field of personal wealth management. His skill and service have earned him a consistent spot in the most elite tier – the top 20 out of more than 9,000 candidates – of bank representatives in the entire United States.
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Not FDIC Insured |
No Bank Guarantee |
May Lose Value |
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Not A Deposit |
Not Insured by any Federal Government Agency |
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Retirement Planning
Experts estimate that to be successful in retirement, you will need at least 80% (The Retirement Project, University of Georgia) of the income you earned in your final working years. Alan can help you work toward the retirement of your dreams. Contact Alan today for more information.
The Income For Life Model™ is an investment strategy designed to provide inflation-adjusted income for life. Unlike the past, today's retirees will be forced to rely more upon their own savings to produce retirement income. Unfortunately, millions of Americans are unprepared for the challenge of providing it.
Investments
Investment Portfolio Analysis
The prospect of building wealth through successful investing has never held more appeal. As an LPL Financial Advisor Representative, Alan Webb can help define your long-term investment objectives and build a personalized investment portfolio designed to pursue them.
Contact Alan for more information. 405-755-1000.
Tax-Advantage Investing
Whether you are looking for institutional portfolio management services, passive investing through the use of indexed mutual funds or a diversified account that includes mutual funds, stocks, and bonds, the professionals at Quail Creek Investment Center can help reduce your exposure to taxes. In most cases, a few simple planning steps can save you and your family from the costly burden of estate tax problems.
Contact Alan for more information. 405-755-1000.
Private Trusts
Trusts can play a critical role in achieving the financial and personal goals that are so important to you, and they often form the cornerstone of a sound wealth management plan. Based on a thorough assessment of your individual goals and circumstances, Alan Webb can be your guide to a comprehensive trust program. LPL Financial's trust company affiliate can assure your instructions are carried out, investments are overseen, accurate records are kept, and tax and reporting are in compliance. We proudly offer our trust services through The Private Trust Company, N.A., an affiliate of LPL Financial.
Contact Alan for more information. 405-755-1000.
