We take the time to understand your particular needs and help address your retirement challenges.

Planning for Your Golden Years

At Webster Investments we understand that having a retirement strategy is an important part of life. That's why we provide tailored investment advice and an independent solutions that can help you plan based on your specific needs.

Watch this short video to learn more about ways to potentially retire with financial security.

 

 

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Saving for Retirement

Planning for retirement has become more complex. Many individuals may have questions about saving for retirement and their plans, from deciding how to preserve their savings and 401K to helping their families plan for the future and protecting their assets.

At Webster Investments we help you address your retirement challenges. Our advisors have in-depth knowledge of the regulatory landscape and help you make informed decisions about your retirement plans, including:

 
  • A Wide Variety of Accumulation Options
  • Personalized Retirement Income Planning
  • Traditional & Roth IRAs
  • SEP & Keogh Plans
  • Fixed & Variable Annuities
  • 401(k) Transition Assistance, 401(k) Distribution Education, 401(k) Rollover Services, 401(k) rollover education 
  • Coordination of Social Security & Medicare Benefits
 

Discover more about potentially safegarding your future with a retirement plan.

Schedule your complimentary, no-obligation initial review with a retirement plan advisor today.

Schedule a Review

Webster Investment Planning Advice & Strategies

Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative to traditional health insurance called a health savings account (HSA). How does this...

An annuity is a contract between you, the purchaser or owner, and an insurance company, the annuity issuer. In its simplest form, you pay money to an annuity issuer, and the issuer pays out the principal and earnings back to you or to a named beneficiary. Life insurance companies first devel...

You were having a great time on your vacation--until your toddler woke up from her nap with a fever. If you were at home, you'd take her to the pediatrician right away and rely on your health insurance to pay for her care. But what do you do now that you are miles away? Here are some things...