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.

 

 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

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

The United States has more cases of the coronavirus than any other country, and in an attempt to stop the spread of this disease, states have closed schools and businesses throughout the country. These unprecedented shutdowns have pushed many people out of work, hurt businesses, and brought much of...

By John Olerio, Director, Senior Vice President, Webster Investments Only ten percent of Millennials1 can sleep easy tonight. They’re the ones who bought enough life insurance to cover the needs they themselves identified. There’s nothing unusual about avoiding a conversation about life insura...

There are no great secrets where tax planning and tax cutting are concerned. The principles around which all tax-cutting strategies revolve can be reduced to six basics: Income splitting. Taxes are reduced for the total family unit by shifting income among several family members...