HUB Retirement & Private Wealth
Let's talk through what's on your mind
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 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?
Introductory Conversation
First meeting
A first conversation to learn about your organization, your retirement program, and where Alex and the team might be able to help.
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Meet Alex
Alex Assaley, AIF®, CPFA®
Managing Director, Retirement Plans
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.
Bethesda, MD (301) 961-8401 LinkedIn
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.