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 a wise 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 Jim and the team might be able to help.
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Meet Jim
Jim Keenehan, AIF®, CPFA®
Senior Consultant, Retirement Plans
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).
Bethesda, MD 301.961.8418 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.