Our DNA

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Webb Pension and Benefits is an independent and privately owned consulting firm, specializing in Employee Benefit and Retirement Programs. Our firm takes a knowledge based, hands-on approach, with a core principle of managing your account as if it were our own. For every client,  we represent their interests on the premise of what would we do if this were our business based on our client’s specific needs and objectives.

 

We are consultants, not sales people, providing a high level of advice and counsel using our expertise, knowledge and years of experience. We are constantly dedicated to growing our expertise in a business that is ever-changing, by investing in learning and education. Trust, transparency and honesty is key to our foundation as Benefit and Pension consultants.

 

We take great pride in having many client relationships extending beyond 25 years with retention rates well above 98+%.

 

We are independent of any Bank, Trust, Private Equity Firm or Insurance Company, allowing us to work with the entire market, solely representing the interests of our clients.

 

Our guiding principles and passion deliver long term positive financial outcomes that maximize the return on the investment employers make on behalf of their most valuable asset, their employees.

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Trust  - For us it all starts with trust. Our goal at Webb Pension and Benefits and our greatest asset is building a trust relationship with our clients. Trust is something we constantly work to earn and this can often take several years and once established we are focused and driven to drive value to our clients to maintain this trust relationship

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Clarity - We subscribe to clarity and trust in everything we do. Our goal is to simplify the complex for our clients by always working to establish a trust partnership through education and transparency.

 

Relationships - Trust is the foundation of our relationships, it provides our clients confidence that they know they are receiving excellent value on their Benefit and Retirement programs, through clear and effective communication of the complex benefit and pension marketplace, so that they can focus on what they do best.  

 

Guidance - Guidance to manage complex financial challenges by providing long term sustainable solutions that align with your companies core objectives. We take you to where the puck is going… not to where it is.

 

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