Plan for Tomorrow
Live for Today
Welcome. I’m Joseph Webb, III, a financial professional in Palmetto Bay, Florida. 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 your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Please call (305) 969-3644.
you believe to be true turned out not to be true-
when would you want to know?
Most people nearing retirement age believe they have a plan set up for their retirement, but very few people have really run that plan through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be critical - without it, how can you really be sure?
Having a sound personalized retirement income analysis is essential to realizing your dream retirement. With our retirement income analysis – you can take a closer look at some of your thoughts, assumptions and figures you've accumulated about retirement, and put them all together in an analysis to see if your strategy will hold up.
If your current strategy has problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis that may reveal when your income may fall below a desired level. You can then make adjustments to your strategy now so you can avoid problems later. Meaning you can take control of your finances and head into retirement with reassurance that you're ready for whatever comes your way.
Request your complimentary financial income analysis!
Retirement Analyzer is a software program that is designed to help agents review the effectiveness and potential success of your retirement strategy. Retirement Analyzer is not a comprehensive financial plan, nor is it a comprehensive overview of all your portfolio holdings.
Profit Planners Management Group is not affiliated with Thomas Gold Solutions, nor do we guarantee the accuracy or quality of their services. Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.
Helpful Content
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
5 Reasons Why Financial Spring Cleaning Should Always Be In
Financial spring cleaning is an important part of being fiscally fit, but don’t limit yourself to clearing the financial clutter during a specific season: Financial spring cleaning should always be in season, keeping you focused on your short-term and long-term money goals.
Not Just Equal Pay, Equal Job Security
While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
View all articles 
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is Life Insurance? Part 1
What is Life Insurance? Part 1
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.