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

Securities and Insurance Products:

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

 

Webster Bank, N.A. and Webster Investments are not registered broker/dealers and are not affiliated with LPL Financial.

 

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 and Webster Bank are registered in the U.S.