Working With Our Clients To Help Ensure Their Financial Future

We offer our clients clarity about life's complexity and work with them to identify and tackle their financial difficulties. We work with business owners, executives, individuals and families to create and preserve multi-generational wealth and legacies.

What Can You Expect From Webb Financial?

Webb Financial Offers:

High-Quality Service

Connie and Jim Webb act from a deeply held client-first tradition and are accessible to their clients and accommodating of their needs. They are accurate, disciplined, and thorough while working to benefit their clients. In order to maintain their high standards of excellence, Webb Financial limits the number of clients that they work with.

Two Partners and More Than 60 Years of Combined Financial Experience

When working with the team, you can call on the diverse experience and distinct approaches that Connie and Jim bring to the table. You gain a confidant to help increase your confidence in your financial well-being.

Because of his banking experience, Jim brings extensive knowledge of macroeconomic issues and corporate and individual financing and debt. Connie, a former CPA, adds more than 20 years of experience in accounting, both with a multinational accounting firm and with Neiman Marcus.

As Certified Financial Planners™, Jim and Connie Webb are part of an elite group of financial planners who gain CFP® certification. They are required to follow an industry code of ethics and to act as a fiduciary, to put their clients' interests ahead of their own.

Independent Advice

At Webb Financial, the client receives objective, unbiased advice. As independent advisors, Connie and Jim have no agenda, no vested interests and no proprietary products to sell.

In addition, you can benefit from solid, strong, highly rated and respected financial institutions like Raymond James, Guardian Life,* and Russell Investments.

Hands-On Business Experience

Connie and Jim have experienced the stresses and pressures of owning several businesses. Observing her father and his construction business, and in her own retail establishment, Connie learned that the most important lesson was: "Nothing mattered but integrity. That meant doing whatever it takes to fulfill commitments."

An Advocate for Everyone in Your Family

At Webb Financial, you receive support and encouragement for every family member. Connie and Jim are available to shape the family's direction and transform the way it functions. They support and educate through the financial decision-making framework, helping clients conserve resources and be good stewards in addition to increasing the value of your business assets for your family.

A Financial Coach in Your Corner

As financial coaches, Connie and Jim can help their clients simplify the complex and empower them to make important decisions and changes for their benefit. The potential outcome: Your life becomes a whole lot easier.

*Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

We invite you to check out our Case Histories to see how you can benefit from our services to make your life easier.

Business Owner - Business Succession, Retirement Planning, Estate Planning

Professional - Retirement Planning, A Recovery Plan, Estate Planning

Suddenly Single Woman - Reducing Uncertainty About Her Future

A Young Professional Family - Road Map to a More Balanced Life, Planning for Early Retirement