Broker Check


Rick Webb

Rick Webb

Rick Webb

Financial Adviser

[email protected]

Rick and his wife, Carol, have lived in the Richmond, Indiana area their entire life.  Rick has over 25 years experience in the insurance and financial services business. He has a passion for helping people reach their goals.  He serves clients of all age groups but specializes in working with seniors. Carol has over 20 years of customer service experience in the insurance and financial service field. She works along with Rick to provide his clients with the top-notch level of service his clients deserve.

Many clients appreciate Rick’s extensive knowledge and experience, but most clients have an even greater appreciation just knowing how much he cares.

Certifications Include:

  • Investment Advisor Representative
  • Department of Insurance Life & Health Licensed
  • FINRA Series 6, 26, 63 & 65 registrations

Services and Products Offered Include:

  • Fee Based Money Management Program
  • 401(k) Asset Management Program
  • Financial Planning
  • Retirement Planning
  • College Planning
  • Estate Planning
  • Funeral Trust Planning 
  • Accumulation Planning
  • IRAs
  • Mutual Funds
  • Annuities
  • Income Maximization
  • Tax Favored Income
  • Health Insurance
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance