HUB Retirement & Private Wealth

Let’s take your next financial step together

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

Allison Rosenberg, CPFA®, Senior Consultant 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 wise place for me to save for my short, medium, and long term goals?

Book a coaching session →

Background

About Allison

Allison started her career as a teacher and served in the Peace Corps in Paraguay before finding her way into financial services, where she has spent the last 20 years. That winding path turns out to be the perfect background for what she does now: helping people make sense of their retirement plan in a way that actually feels human.

As a Senior Consultant at HUB International in Bethesda, Allison brings a teacher’s instinct to every conversation. She’s good at making complicated topics feel clear, whether she’s leading a workshop, sitting down with a plan committee, or talking one on one with someone who has been putting off their retirement questions for too long.

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.