When selecting a financial advisor, investors should make every effort to meet the candidate in person. Not only does a faceto- face meeting allow investors to assess the character of the person who proposes to handle their financial investments, it enables them to fully discuss their financial goals and risk tolerance. It is important for investors to ask about what services are offered and how much they can expect to pay for them. It is also important that, while working with a financial advisor, the investor’s funds be held by an independent financial institution. That means that an investor should not be writing checks to a financial advisor but to a third-party company or a custodial firm.

Through our commitment to integrity, professionalism, and excellence in client service, we provide financial solutions that transform the financial lives of our clients. We are fee-based financial planners who are dedicated to helping clients build and conserve their wealth. Our services include inheritance tax planning, financial planning, and retirement planning. Most importantly, we adjust the plan from time to time as a client’s lifestyle changes and he or she gets closer to retirement. Call JOHN WEBB & ASSOCIATES at 771-6900 to schedule a consultation. We are located at 100 Gulf Blvd. in Westwood.