Quail Creek Investment Center
Alan Webb of Quail Creek Investment Center is honored to have been voted by the public to be the "Best Wealth Manager" in the 405 area code. We, at Quail Creek Investment Center, offer all-encompassing services for our clients. As the most respected financial advisory firm in Oklahoma City, our reputation thrives on our high-level of customer satisfaction. From growing your wealth to planning for your family's future. When our clients are truly confident in their financial stability, we have done our job.
Message from Alan
With the far-reaching impact of the coronavirus evolving rapidly, I would like to update you on measures Quail Creek Investment Center is taking steps to help protect the well-being of our clients and employees as we continue to make supporting you and servicing your accounts our priority.
While the coronavirus has not impacted our business operations to date, we are actively monitoring the latest updates from the CDC to ensure that we can react in an appropriate and timely fashion. Because of the nature of our business, we have planned well in advance of this pandemic and are fully equipped with the resources, technology, and tools to work as normal from remote locations.
Also, we are implementing to the degree possible "social-distancing" measures and ask that, as in the past, if you need to meet with me, Cori, or Jennifer that you call in advance for an appointment.
We are committed to continue providing the high-level of service that you have come to expect from Quail Creek Investment Center. Supporting you and your money is our priority. Please feel free to call me to discuss any issues or concerns.
Alan Webb, CEP®, CMFC®, CRC®
WE HELP YOU SET VIVID GOALS SO YOUR FUTURE IS IN YOUR CONTROL
The Income For Life Model™ is an investment strategy designed to provide inflation-adjusted income for life. Unlike the past, today's retirees will be forced to rely more upon their own savings to produce retirement income. Unfortunately, millions of Americans are unprepared for the challenge of providing it.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Due to the inevitable volatile markets investors encounter when pursuing long-term financial goals, having a portfolio of well-diversified holdings may start you on the right track toward keeping those goals intact.
Working together, we can create a diversified portfolio and follow a disciplined plan that puts you in position to
Also, remember that as markets rise and fall, the percentages you have allocated to specific asset classes can shift, making your portfolio riskier or more conservative than you intend it to be. Make sure to review your portfolio periodically and rebalance your holdings when necessary to maintain your desired allocation.
At Quail Creek Investment Center we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.