Wealth Management > Estate Planning


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.

Contact Alan Webb today to begin planning for your family's future.


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

 Alan Webb is registered for Securites in the following states: Alabama, Arkansas, Arizona, Florida, Illinois, Indiana, North Carolina, New Mexico, New York, Oklahoma, and Texas.  

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency





FINRA.org      SIPC.org

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Call Us: (405)755-1000