Why Us

Paul Webb is the president of Webb Wealth Advisors, where he serves as Financial Advisor. He entered the financial planning, insurance and risk management insurance space several years ago, becoming licensed in states of GA, TN, AL, SC, FL, NJ and MN. He has a BA in Economics & Finance from the Virginia Military Institute, and an MBA in Finance from the University of Southern California.  Our team is dedicated to helping individuals, families and business owners work towards financial independence, Paul and his team hold informational and educational workshops on retirement planning.  Through a complete understanding of his clients’ goals and objectives, he develops appropriate financial strategies to help them pursue their retirement dreams.

To try and help as many clients as possible so they can have the most optimal retirement plan available.  There is a lot competition is this profession and many times we have came across cases where we discovered that the retirement plan that our potential client was not in line with their risk tolerance.  Simply put, the plan they currently had is not what they thought they had nor what they wanted.   There are many financial strategies and financial vehicles that can be used to create a retirement plan.  What makes us different, is we believe that retirement plans and wealth management plans are long term plans.  The best plan is the plan that you understand and you should have absolute peace that you have the best plan available.  We can create this plan for you.  It is all about you and your desires for now and the future!  There are 3 different retirement advisors mindsets that make up the retirement planning profession.  It is crucial that you know how these 3 mindsets work and how this will affect your retirement funds!  We will make sure you understand these mindsets and we can provide a combination of all 3 mindsets to build the best plan for you.  The key word here is YOU!!!  This is why you should choose our team.  If nothing else, after meeting with us, you will leave with at least one idea that will be helpful and will feel very informed!  There is a retirement plan and then there is the Optimal Retirement plan.  Choose us and our team of advisors and we will help you create the Optimal retirement plan.