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Retirement Planning

 

Retirement is a dream shared by every working American.  Experts estimate that to be successful in retirement, you will need at least 80% (The Retirement Project, University of Georgia) of the income you earned in your final working years.  Alan Webb at Quail Creek Investment Center can help you plan and be prepared for the retirement of your dreams.

Click here for more information.

 

Securities and Investment Advisory Services are offered through LPL Financial, an Investment Advisor and Member FINRA/SIPC.  Qual Creek Bank and Quail Creek Investment Center are not Registered Broker/Dealers and are independent entities from LPL Financial.  Insurance products are offered through Crown Insurance Group Insurance Agency.  Trust Services offered through Private Trust Company, N.A., an affiliate of LPL Financial.

 

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

 

 

 

 

 

Tax-Advantaged Investing

 

Whether you are looking for institutional portfolio management services, passive investing through the use of indexed mutual funds or a diversified account that includes mutual funds, stocks, and bonds, the professionals at Quail Creek Investment Center can help reduce your exposure to taxes. 

 

In most cases, a few simple planning steps can save you and your family from the costly burden of estate tax problems.

Click here for more information.

 

Securities and Investment Advisory Services are offered through LPL Financial, an Investment Advisor and Member FINRA/SIPC.  Qual Creek Bank and Quail Creek Investment Center are not Registered Broker/Dealers and are independent entities from LPL Financial.  Insurance products are offered through Crown Insurance Group Insurance Agency.  Trust Services offered through Private Trust Company, N.A., an affiliate of LPL Financial.

 

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

 

 

 

 

 

Investments

 

The prospect of building wealth through successful investing has never held more appeal.  But, like any market with increased demand, supply has also increased.  Investors have never been faced with more choices.  As an LPL Financial Advisor Representative, Alan Webb and the Quail Creek Investment Center can help define your long-term investment objectives and build a personalized investment portfolio designed to achieve them.

Click here for more information.

Securities and Investment Advisory Services are offered through LPL Financial, an Investment Advisor and Member FINRA/SIPC.  Qual Creek Bank and Quail Creek Investment Center are not Registered Broker/Dealers and are independent entities from LPL Financial.  Insurance products are offered through Crown Insurance Group Insurance Agency.  Trust Services offered through Private Trust Company, N.A., an affiliate of LPL Financial.

 

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

 

 

 

 

Trusts

 

Trusts can play a critical role in achieving the financial and personal goals that are so important to you, and they often form the cornerstone of a sound wealth management plan.  Based on a thorough assessment of your individual goals and circumstances, Alan Webb and the Quail Creek Investment Center can be your guide to a comprehensive trust program.  Our trust company affiliate can assure your instructions are carried out, investments are overseen, accurate records are kept, and tax and reporting are in compliance.  We proudly offer our trust services through The Private Trust Company, N.A., an affiliate of LPL Financial.

Click here for more information.

 

Securities and Investment Advisory Services are offered through LPL Financial, an Investment Advisor and Member FINRA/SIPC.  Qual Creek Bank and Quail Creek Investment Center are not Registered Broker/Dealers and are independent entities from LPL Financial.  Insurance products are offered through Crown Insurance Group Insurance Agency.  Trust Services offered through Private Trust Company, N.A., an affiliate of LPL Financial.

 

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

 

 

 

 

 

Estate Planning

 

Our estate planning team can help with your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.

Call Alan today fore more information.

 

Securities and Investment Advisory Services are offered through LPL Financial, an Investment Advisor and Member FINRA/SIPC.  Qual Creek Bank and Quail Creek Investment Center are not Registered Broker/Dealers and are independent entities from LPL Financial.  Insurance products are offered through Crown Insurance Group Insurance Agency.  Trust Services offered through Private Trust Company, N.A., an affiliate of LPL Financial.

 

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

 

 

 

 

Life Insurance

 

When something is important to you, you pledge to protect and secure it -- to make certain it is sustained when you are unable to care for it yourself. That's the promise you make to yourself and to those you love. And a promise made is a promise kept.

 

There are as many life insurance solutions as there are needs for them. Determining the strategy that is right for you involves the careful consideration of your unique personal circumstances and financial goals. Alan Webb can help you examine each option and determine which best meets your needs.

 

Click here to learn more about protecting your family.

Click here to learn about the different life insurance options available.

Business Insurance

 

Not many business owners want to think about the time when they will have to hand over control of their company to someone else. For most business owners, their time is spent on running their business and keeping it successful. Being a business owner entails many different responsibilities to your business, as well as to others, such as your employees, customers, and family. Some of the questions you should be asking yourself are:

  • What will happen to my business if I die?
  • What will happen to my business if I become disabled?
  • What will happen to my business when I retire?
  • What will happen if certain key employees die or leave the company?
  • What can I do to help ensure that my most vital employees remain loyal to the business?
  • What do I need to do to attract and retain the best employees?
  • How can I help ensure that my business will be able to weather unforeseen financial hardships?

Click here to learn more about protecting your business.

 

Securities and Investment Advisory Services are offered through LPL Financial, an Investment Advisor and Member FINRA/SIPC. Quail Creek Bank and Quail Creek Investment Center are not Registered Broker/Dealers and are independent entities from LPL Financial. Insurance products are offered through Crown Insurance Group Insurance Agency. Trust Services offered through Private Trust Company, N.A., an affiliate of LPL Financial.

 

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

 

 

 

 

Contact Us


Call Us: (405) 242-2853



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