Webb Financial Group can help you create a smart financial plan that makes sense for your individual goals.
Your Individual Investment Goals
Everybody has different goals for the future so we first focus on helping you create a strategic plan based upon your individual needs and long term financial goals.
Transparent Client Education
What is a SmartVestor Pro?
A SmartVestor Pro is an investment professional in your area that has been chosen and screened by Dave Ramsey’s team. Initial and ongoing screening involves background checks of professional background history, experience and FINRA Broker Check.
Why work with a SmartVestor Pro?
Dave Ramsey is a personal money management expert, an extremely popular national radio personality and best-selling author of The Total Money Makeover. In his latest book, a follow-up of his enormously successful New York Times best-sellers Financial Peace and More Than Enough, Ramsey exemplifies his life’s work of teaching others how to be financially responsible, so they can acquire enough wealth to take care of loved ones, live prosperously into old age, and give generously to others.
Shannon Webb, CRPC® Chartered Retirement Planning Counselor
Financial Advisor | Dave Ramsey SmartVestor Pro
I have been helping families in the Orange County area on their financial planning and banking for over 17 years. I am a financial advisor and a SmartVestor Pro for the Dave Ramsey Show. My goal is to advise and educate clients and their families about their overall financial picture, i.e. retirement planning, investments, and college savings. I have built a practice on the pillars of trust, prudence and customer service. I am honored to be the trusted financial advisor to hundreds of clients and primarily work with families, professionals and retirees. I also work with a network of other professionals in helping my clients with estate planning, taxes and insurance.
Webb Financial Group Contact Info
Meeting locations available in the following cities: Costa Mesa, Irvine, Newport Beach, Lake Forest, Laguna Hills, Aliso Viejo, Mission Viejo, Rancho Santa Margarita, Laguna Beach, Laguna Niguel, Dana Point, San Juan Capistrano and San Clemente.
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Webb Financial Group LLC (“WFG”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Working with an advisor that is part of the Dave Ramsey SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program.
Webb Financial Group
Costa Mesa, Irvine, Newport Beach, Lake Forest, Laguna Hills, Aliso Viejo, Mission Viejo, Rancho Santa Margarita, Laguna Beach, Laguna Niguel, Dana Point, San Juan Capistrano and San Clemente.