Financial planning

When it comes to planning your financial future, you need focus and flexibility. The ability to “reroute” when there’s a life change. Our Webster Investment financial consultants can help you do just that with a no-obligation, financial review.

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Where would you like to begin your journey?

Are you looking to explore options for funding a college education? Or maybe it's time to start mapping out your retirement savings strategy? We can help with both. If you like to take a more active role in your financial planning, definitely explore Guided Wealth Portfolio.

There's no better time than now to map out your financial future

Schedule your review

Webster Investments planning advice & strategies

Webster Investments Insights

Women, money and today's retirement

Despite all of the other advances made in our society in recent generations, women continue to face unique challenges when it comes to preparing for their financial futures.

Recognizing the Shortfalls

For starters, women on…

Webster Investments Insights

Life insurance: is it missing from your plan?

Life insurance may be a cornerstone of a sound financial plan, providing potential financial stability to a surviving spouse, children, or other family members in the event of your untimely death. Sadly, many Americans have no life insurance coverage…

Webster Investments Insights

8 steps for pre-retirees to pursue retirement income

Sometimes people get caught up in the numbers so much that they forget why they're saving for retirement. At the beginning of your career, you may not have known what you wanted to do.

Now that you've officially joined the ranks of pre…

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    Securities and insurance offered through LPL or its affiliates are:

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    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.

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