Jim Keenehan, AIF®, CPFA®

Senior Consultant, Retirement Plans

HUB Retirement and Wealth Management Bethesda, MD

301-961-8418 419-303-7987 mobile Connect on LinkedIn

For Employees & Plan Participants

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

About Jim

Background

Jim has spent more than two decades helping people feel more at ease about their financial lives. As a Senior Consultant at HUB International in Bethesda, he works with retirement committees, plan sponsors, and the employees those plans are built for, and the part of the job he loves most is the one on one conversations.

A Notre Dame grad with a deep belief that financial wellness is the foundation of a good retirement, Jim is good at meeting people where they are, whether that’s sorting out emergency savings, paying down debt, or figuring out what to do with an old 401(k).

Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, LLC is a wholly owned entity of HUB International.

This material on this website was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.