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Focused on You.
Securing your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you pursue your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that an experienced wealth management company is handling your plan. Since 1983, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation and preservation strategies.
Rest assured that our goal is to help you maintain the standard of living to which you have become accustomed, and to preserve your wealth for your children and grandchildren. In developing and maintaining a well thought-out wealth accumulation plan, we focus on a variety of personalized strategies. We have access to a broad range of non-proprietary financial products from which to choose to help pursue your goals. We will work hand-in-hand with you to help develop your goals.
This is where our specialists in asset allocation, investment research and estate distribution develop a comprehensive accumulation and preservation plan that best addresses your needs and goals.
We integrate your plan into our Wealth Management System – our easy to use, web-based financial planning and account aggregation platform. All of your investment account information is available through a secure web address accessible only to you and your team at HUB Retirement and Wealth Management.
With our Wealth Management System, you are always up-to-date and organized.
Wouldn’t you rather be playing the back nine of Pebble Beach or flying to that special sun-soaked island than dealing with multiple financial service companies? Our seamless proactive approach to client service is all about saving you time and providing confidence. This comprehensive structure means we can address all your financial investment needs, eliminating the complexities associated with working with more than one company. We offer a full range of services, but regardless of which service you choose, we will review your portfolio proactively, anticipating your needs before you do. This process aims to ensure that your investments keep pace with the changes in your life.
Focused on You.
When you partner with a team that enjoys the ins-and-outs of a retirement plan, be prepared for a new way of thinking. One that creates an experience with lasting and impactful results. We believe that as an employer you have the power to create successful retirement outcomes. And we are not afraid of the hard work and dedication it takes to boldly ask the question: “Can we do more?” Which is why we aim to provide employers and employees with the best experiences and options that seek to achieve retirement readiness.
Our experience supporting retirement plan clients has given us knowledge covering all aspects of plan operations, including managing plan conversions, changing service providers, updating and monitoring investments, vendor benchmarking, fee analysis, monitoring the plan’s overall health, and employee engagement. Combining our expertise and passion in retirement services with your specific objectives, we strive to help you design a workplace retirement program that meets your business needs and helps your employees on their path to retirement.
We work with retirement plan committees to deliver an integrated, best practices approach that puts in place tools, processes, and organizational structures leading to well‐informed decision‐making, risk management and, potentially, a higher probability of successful outcomes for your plan.
The need for prudent, practical, and consistent oversight is more important than ever before. At HUB Retirement and Wealth Management, we understand the concerns and challenges our clients face on a daily basis. We have real conversations to develop meaningful relationships with employers and employees, and through these conversations, we uncover strategies to seek mutual success. We gladly ask our clients how we can do more to help them prepare their employees for retirement and manage their fiduciary responsibilities.
We utilize financial wellness programs to pursue dramatic improvement of the health of your retirement plan through increasing deferral rates, reducing loans, and improving the way your employees plan and invest for retirement.
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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