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Bran Peart of Commercial Capital Limited and NEXUS Financial joins Host Paul Webb

December 19, 2022 by Amanda Pearch

Forsyth Studio
Forsyth Studio
Bran Peart of Commercial Capital Limited and NEXUS Financial joins Host Paul Webb
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On this episode of “The Retirement Planning & Wealth Management Podcast”, Host Paul Webb sits down with guest Brian Peart to discuss retirement, investments, 401k’s Real Estate, family market temperature and much more.

 

Brian Peart, President of Commercial Capital Limited & NEXUS Financial Group

Commercial Capital Limited is America’s top producing commercial lender. This Company is a division of Nexus Financial Group LLC. Nexus Financial was started 20 years ago by Brian Peart, originally used as a residential mortgage company. Over the years of helping many people finance their homes, the company took its next steps into the commercial mortgage realm.

 

                            

Host Paul Webb| President & Founder | Webb Wealth Advisors

Webb Wealth Advisors holds the most prestigious Chartered Financial Consultant® designation, awarded only to those with the highest standard of knowledge and trust in financial planning. Paul and his team are uniquely qualified to help you navigate the challenges of securing your financial future for your family or business. They create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.

The Webb Wealth Advisors team of retirement planners assess your current income and future income to build the budget that suits you and your family best then design a custom plan meeting your risk guidelines and investment objectives.

Webb Wealth Advisors offers Tax Free & Guaranteed Income Retirement Planning. Offering the Highest Guaranteed NO RISK Retirement Income in the industry. They work with individuals, CPAs & Estate Planning Attorneys and team members to help them optimize their clients most favorable retirement outcomes including succession planning offer 401ks, IRAs.
Visit webbwealthadvisors.com to learn about their full scope of services.

This series is brought to you by Webb Wealth Advisors, SUBSCRIBE wherever you enjoy your #audio shows.

Podcasts by Amanda Pearch

Tagged With: Paul Webb, Webb Wealth Advisors

Cathy Hogan Smith, Founder & President of Cachet Cooperate Gift Services joins host Paul Webb

July 18, 2022 by Amanda Pearch

Forsyth Studio
Forsyth Studio
Cathy Hogan Smith, Founder & President of Cachet Cooperate Gift Services joins host Paul Webb
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On this episode of “The Retirement Planning & Wealth Management Podcast”, Host Paul Webb sits down with guest Cathy Hogan Smith to discuss retirement, investments, college readiness and 401k’s and much more.

                             Cathy Hogan Smith                                                                                    Paul Webb     

 

Cathy Hogan Smith | Founder and President of Cachet Corporate Gift Services has been the go-to gift service for major corporations in Atlanta and nationally since Cathy Hogan-Smith started her business in 1997. Cathy is an expert in design and marketing. She has won numerous awards as a gift designer, writer, instructor and trainer in the gift industry. Her clients have included CNN, Cox Media Group, Turner Broadcasting System, Auto Trader, the Atlanta Braves, the Atlanta Falcons, Williams Sonoma and the Marriott Corporation. Cachet’s award-winning design team specializes in unique creations, gifts are tailored to specific occasions or events and can include business logos.

                            

Host Paul Webb| President & Founder | Webb Wealth Advisors

Webb Wealth Advisors holds the most prestigious Chartered Financial Consultant® designation, awarded only to those with the highest standard of knowledge and trust in financial planning. Paul and his team are uniquely qualified to help you navigate the challenges of securing your financial future for your family or business. They create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.

The Webb Wealth Advisors team of retirement planners assess your current income and future income to build the budget that suits you and your family best then design a custom plan meeting your risk guidelines and investment objectives.

Webb Wealth Advisors offers Tax Free & Guaranteed Income Retirement Planning. Offering the Highest Guaranteed NO RISK Retirement Income in the industry. They work with individuals, CPAs & Estate Planning Attorneys and team members to help them optimize their clients most favorable retirement outcomes including succession planning offer 401ks, IRAs.
Visit webbwealthadvisors.com to learn about their full scope of services.

This series is brought to you by Webb Wealth Advisors, SUBSCRIBE wherever you enjoy your #audio shows.

Broadcasted LIVE from the Forsyth Business RadioX Studio in Cumming, Georgia

 Produced by Amanda Pearch

Tagged With: 401K, amanda pearch, cachet corporate gift services, cathy hogan smith, Cumming, customer satisfaction, forsyth business radio, Paul Webb, retirement planning, wealth management, Webb Wealth Advisors

Paul Webb, founder of Webb Wealth Advisors ep: 2 featuring Shae Cooper

May 26, 2022 by Amanda Pearch

Forsyth Studio
Forsyth Studio
Paul Webb, founder of Webb Wealth Advisors ep: 2 featuring Shae Cooper
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On this episode of “The Retirement Planning & Wealth Management Podcast”, Host Paul Webb sits down with guest Shae Cooper to discuss retirement, investments, college readiness and 401k’s and much more.

Shae Cooper                                                                                         Paul Webb                                  

Host Paul Webb| President & Founder | Webb Wealth Advisors

Webb Wealth Advisors holds the most prestigious Chartered Financial Consultant® designation, awarded only to those with the highest standard of knowledge and trust in financial planning. Paul and his team are uniquely qualified to help you navigate the challenges of securing your financial future for your family or business. They create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.   

The Webb Wealth Advisors team of retirement planners assess your current income and future income to build the budget that suits you and your family best then design a custom plan meeting your risk guidelines and investment objectives.

Webb Wealth Advisors offers Tax Free & Guaranteed Income Retirement Planning. Offering the Highest Guaranteed NO RISK Retirement Income in the industry. They work with individuals, CPAs & Estate Planning Attorneys and team members to help them optimize their clients most favorable retirement outcomes including succession planning offer 401ks, IRAs.
Visit webbwealthadvisors.com to learn about their full scope of services.

This series is brought to you by Webb Wealth Advisors, SUBSCRIBE wherever you enjoy your #audio shows.

Tagged With: amanda pearch, Cumming, Forsyth, forsyth business radio, Paul Webb, retirement, Shae Cooper, wealth planning, Webb Wealth Advisors

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