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Building a Bridge to a Better Retirement

Webb Financial Group

Traditionally & typically, it is difficult for advisors to provide ongoing management of accounts such as 401(k)s, 403(b)s, 457s, variable annuities and 529s, unless there is a self-directed option.


Our new partner, Pontera (formerly FeeX), provides a software allowing advisors to view, manage and trade any assets held by other custodians and provide clients with the benefits of comprehensive portfolio management. This allows full holistic account management and wealth planning so you can be confident that all of your investable assets are being professionally managed.

Studies show that professionally managed accounts outperform unmanaged accounts by 3% or more, net of fees.

WFG would like to offer this new service to help our clients cross the bridge to a better retirement!
Call us today to start the process to link up your 401(k)s, 403(b)s, 457s, variable annuities
and other held away accounts.

2025 by WEBB FINANCIAL GROUP. Proudly Created at WIX.com

DISCLAIMER

Webb Financial Group (WFG) is a registered investment adviser firm offering advisory services in the State of Minnesota 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.

WFG is licensed to sell insurance in the State of Minnesota and may be licensed in others.

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