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

The Sandwich Generation: Juggling Family Responsibilities

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you've joi...

A Business “Will” can Go a Long Way

A business will is far more than a legal document designed to transfer assets upon the death of an owner or partner. It is a comprehensive estate planning tool that can include everything from management plans, and other documents necessary for a company’s continued operation and future heal...

Naming Beneficiaries: What You Need to Know

A major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities. This important decision often doesn't take into account the substantial estate and income tax consequences the beneficiary may incur. So before you name...

More Strategies

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, MA, RI, NY.

 

The Webster Symbol is a registered trademark in the U.S.