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 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 the wisest 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 Allison and the team might be able to help.
Meet Allison
Allison Rosenberg, CPFA®
Chief of Staff/Senior Consultant, Retirement Plans
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 Chief of Staff/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.
Bethesda, MD (301) 951-2642 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.