A Word From David
Mission Statement
Clarity. Knowledge. Transparency. Elite Resources. These are
the pillars our practice is built on. There is not a single
plan that is appropriate for everyone, so we utilize our
proven process to develop the plan that is right for you,
your family, and/or your business. Our team of professionals
is by your side to evaluate your needs, assess your
priorities, understand your fears, and recommend solutions
that address your goals and objectives during the planning
and wealth advisory process.
"Expect the best. Prepare for the worst. Capitalize on what
comes." -Zig Ziglar
David M. Webb, Ph.D, MSM, CLF®, CLTC®, LACP
Founder & Principal
Read David's Bio
Our Difference is Our People
"There is immense power when a group of people with similar
interests gets together to work toward the same goals." -
Idowu Koyenikan
We specialize in:
Personal Planning, Retirement, Business Planning,
Investments, Insurance Planning
It's never too early to plan, and never too late to begin.
Before, during, or after those major life events we all share,
we have financial products and services that can help. Ask how
we can help you manage your risks, improve your financial
future, and live with peace of mind.
David M Webb Ph.D, MSM, CLF®, CLTC®, LACP
Founder & Principal
The Nautilus Group
The Nautilus Group® is an exclusive membership based
resource accessible to an elite group of
approximately
200 experienced insurance and financial
industry leaders who are firmly committed to a
team planning concept. Nautilus Members work with affluent, high net
worth and business owner clients, professional
athletes, professional entertainers, farmers and
ranchers, physicians, corporate executives and
retired executives.
Eagle Strategies LLC
Eagle Strategies offers our
Financial Advisors a robust platform of
financial solutions including financial
planning, investment advisory programs,
charitable investing, and brokerage
services. This wide range of high-quality financial
products allows them to construct a tailored
strategy designed to meet your specific financial
goals.
NYLIFE Securities
NYLIFE Securities focuses on providing clients with
world class brokerage services and a wide variety of
investment options. As a registered broker-dealer
and a wholly owned subsidiary of New York Life
Insurance Company, NYLIFE Securities can offer the
resources needed to help clients maximize their
opportunities to grow and maintain their wealth.
Our exceptional client service, investment platform,
and competitive cost structure can help address
clients’ needs, regardless of their financial
objectives. Our goal is to develop a long-term
financial relationship with our clients and to
prudently serve their needs throughout their life.
These engaging, short animations focus on a variety of
financial topics and illustrate key financial concepts.
A host of financial tools to assist you.