HUB Retirement & Private Wealth

Let’s take your next financial step together

Dedicated to helping you and your organization get ready for tomorrow.

Alex Assaley, AIF®, CPFA®, Managing Director of Retirement Plans at HUB Retirement and Private Wealth

1:1 Coaching Session

No pressure, just a conversation

A 30-minute one-on-one session to review your retirement account, look at your full financial picture, and figure out the next smart step. No question is too small, and you don’t need to come prepared with anything specific.

100% confidential between you and the HUB team.

Some questions we help answer:

How much should I be saving?
Am I investing my money in a smart way?
Should I be paying down debt or building my savings?
What is a smart place for me to save for my short, medium, and long term goals?

Book a coaching session →

Background

About Alex

Alex has spent more than two decades helping people make sense of their financial lives. He leads HUB International’s Retirement and Wealth division in Bethesda, but the part of the job he genuinely loves most is the one on one conversations.

He’s good at taking the parts of personal finance that feel overwhelming and making them feel manageable.

Investment advisory services offered through Global Retirement Partners, LLC, dba HUB Retirement and Wealth Management, an SEC registered investment advisor and HUB International company. Insurance services offered through HUB International.