While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.
We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client. The advisor and client should agree on how long the relationship will last and on how decisions will be made.
We will asks about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice.
We analyze the information to assess your current situation to determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.
We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and other professionals such as attorneys or stockbrokers.
I have been using Webster Financial for my insurance needs both personally and professionally for almost a decade. I am thankful to be able to rely on them to ensure my business and employees are well taken care of.Liz
Working with Webster Financial has been life changing. They collaborated with me to come up with a plan that worked for my life, educated me along the way, and helped me to achieve my financial goals. Last year I bought my first income property and am now well on the way to my 2nd.Rachel
Webster Financial did an incredible job at helping e-Zinc design its employee benefit program. I highly recommend Webster Financial!James