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HUB FinPath

Focused on You.

HUB FinPath is a financial wellness platform that helps employers strengthen the financial health of their workforce. Employee participants have access to trusted financial coaches, unbiased guidance, and a comprehensive suite of interactive learning and planning tools to help them better manage their financial lives. Our focus is to enable the shift from surviving to thriving and support individuals as they tackle financial goals.

HUB FinPath is designed to be adaptable and fit the unique needs of your staff. We take each incoming client through an easy onboarding process and we provide a strong ongoing support system to ensure program success. We’ll take all the work off your plate and help your employees see how easy it is to build better financial habits.

key components

  • User friendly interface
  • Gamified financial wellness scoring
  • Proprietary assessment driven behavioral engine
  • Built in messaging
  • Integrated appointment scheduling for 1-on-1 consultations

Starts with everyday decisions

  • User specific engagement and action items
  • Custom content, tools and solutions
  • Action driven goals and daily to-dos
  • Custom automation
  • Budgeting, cash flow and account aggregation

Drop us a line!

About

Retirement Plans

Wealth Management

What's Happening

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.

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© 2023 HUB Retirement and Wealth Management. All rights reserved.