Retirement savings planning

Let us help you design a retirement strategy that is as unique as you are. With our tailored investment advice and independent solutions, we’ll work with you on your retirement goals, objectives, and yes, dreams.

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Strategies designed for you

  • Personalized retirement Income planning
  • Traditional & Roth IRAs
  • SEP & Keogh Plans
  • Fixed & Variable Annuities
  • 401(k) transition assistance 
  • 401(k) distribution education
  • 401(k) rollover education and services
  • Coordination of Social Security & Medicare benefits

It’s easy and free... really

Many of us are skeptical when someone says "free and easy" but that really is the case with us. Our financial consultants can offer you an initial review of your current financial status that is no-obligation, free, and very easy to schedule.

Your tomorrow, today

Retirement educational video from Webster Investments

Having a strategy for your future is just as important as living in the present. Most Americans have not saved enough for retirement but we can help fix that.

Webster Investments planning advice & strategies

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…


Strategies for managing retirement assets in the event of a layoff

Layoffs are a fact of corporate life as companies grapple with economic cycles and global competition. If you get caught in a corporate downsizing and you are not immediately moving to a new employer, you generally have three options for your…


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.

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