Our Story

At HUB Retirement and Wealth Management – Fort Lauderdale, our mission is to help individuals, families, and businesses achieve long-term financial security through comprehensive planning and strategic wealth management.

We offer a full range of risk management products, including annuities and insurance solutions such as life, disability income, and long-term care insurance. By carefully assessing each client’s unique needs and goals, we create customized solutions that strive to provide financial stability and long-term independence.

Our wealth management and financial planning services focus on helping clients work towards growing, preserving, and transferring their wealth effectively. Through personalized investment strategies, estate planning, and retirement planning, we provide comprehensive guidance to align financial goals with long-term aspirations. Whether you are preparing for retirement, managing investments, or building generational wealth, we take a holistic, transparent approach to financial planning.

For businesses, we offer workplace strategies and business planning, including 401(k) retirement plans, health insurance, group benefits, and property and casualty insurance. Our solutions are designed with the goal of helping businesses attract and retain top talent, enhance employee financial well-being, and reduce financial risks.

We are dedicated to delivering experienced advice, customized strategies, and long-term support towards ensuring financial stability and success for both individuals and businesses.