Business Details
Trusted Financial Advisors in Fort Lauderdale
At HUB Retirement & Wealth Management, we are committed to empowering individuals, families, and businesses to achieve long-term financial security through comprehensive planning and strategic wealth management. Our team of dedicated professionals specializes in creating customized solutions tailored to each client's unique needs, including risk management products, annuities, and insurance solutions such as life, disability income, and long-term care coverage. We prioritize personalized investment strategies, estate planning, and retirement planning to align financial goals with long-term aspirations while maintaining transparency and holistic guidance. For businesses, we offer workplace strategies, 401(k) retirement plans, health insurance, group benefits, and property and casualty insurance designed to attract top talent and enhance employee financial well-being. Backed by a partnership with LPL Financial and Global Retirement Partners, our services emphasize experienced advice, customized strategies, and long-term support to ensure financial stability for both individuals and organizations.Our team of Financial Consultants combines deep expertise with a client-first approach, prioritizing knowledge-sharing and authentic partnerships to help clients navigate their financial journeys. We host educational events and provide market commentary to keep clients informed about evolving financial landscapes while offering tailored financial wellness programs that reduce workplace financial stress. With offices in Fort Lauderdale, Florida, we serve clients across multiple states through a combination of in-person consultations and digital resources. Our commitment to excellence is reflected in our affiliations with reputable financial institutions and adherence to industry regulations, ensuring all services meet rigorous professional standards. By focusing on both immediate needs and future aspirations, we strive to be a trusted partner in helping clients grow, preserve, and transfer wealth effectively.
Services
Retirement Planning
Private Wealth Management
Financial Wellness Programs
Risk Management
Workplace Strategies
Estate Planning
Investment Strategies
401(k) Solutions
Highlights and features
- We offer personalized wealth management strategies tailored to individual goals.
- Our team provides comprehensive retirement and estate planning expertise.
- We combine risk management products with transparent financial guidance.
- Our advisors hold FINRA-registered credentials through LPL Financial.
- We prioritize client education through market commentary and financial wellness programs.
Associations and certifications
- LPL Financial
- FINRA
- SIPC
- Global Retirement Partners
What people say
Personalized retirement strategies
Knowledgeable advisors
Comprehensive financial planning
Business-focused solutions
Financial wellness resources
Services
Retirement Planning
We help individuals and businesses prepare for retirement through customized 401(k) plans, investment strategies, and pension optimization. Our services focus on maximizing savings while minimizing risks through personalized financial roadmaps. Backed by LPL Financial partnerships, we offer FINRA-registered investment products and market analysis to ensure long-term stability.
Private Wealth Management
Our wealth management advisors create holistic strategies for growing, preserving, and transferring assets. Services include portfolio management, tax-efficient investments, and generational wealth planning tailored to high-net-worth individuals and families across Florida. We combine estate planning with risk assessment to optimize financial outcomes.
Financial Wellness Programs
We deliver workplace financial wellness initiatives that reduce stress through budgeting guidance, debt management resources, and retirement account consolidation assistance. Our corporate seminars and digital tools help Florida businesses enhance employee financial literacy while improving workplace productivity.
Risk Management
Our insurance specialists provide life, disability income, and long-term care coverage alongside annuity products. We assess client needs to recommend protection plans that complement retirement strategies while mitigating potential financial risks through customized risk management frameworks.
Workplace Strategies
We help businesses attract and retain talent through comprehensive benefits packages including health insurance, group retirement plans, and property-casualty coverage. Our consultants design workplace solutions that balance employer costs with employee financial security needs in Florida's competitive market.
People
Mitchell Starr
President
Mitchell Starr leads HUB Retirement & Wealth Management's strategic initiatives, focusing on expanding retirement solutions and business development opportunities across Florida. With extensive financial services experience, he oversees client relationship strategies and operational growth.
Carol Lasek
Senior Vice President
Carol Lasek provides senior-level advisory services for retirement planning and wealth management, leveraging over two decades of experience in financial services to develop customized solutions for high-net-worth clients in Fort Lauderdale.
Craig Novek
Wealth Management Advisor
Craig Novek specializes in creating personalized wealth management strategies, focusing on asset preservation and tax-efficient investment approaches for individuals and businesses throughout Florida's financial markets.
Allie Starr
Relationship Manager
Allie Starr serves as a dedicated relationship manager, connecting clients with appropriate financial solutions while coordinating with senior advisors to ensure comprehensive retirement and wealth planning execution.
Shir Keidan McGettigan
Wealth Management Advisor
Shir Keidan McGettigan focuses on employer-sponsored retirement plans and wealth transfer strategies, bringing specialized expertise in workplace financial benefits to help Fort Lauderdale businesses enhance their employee offerings.
Questions
What retirement planning services do you offer?
We provide 401(k) solutions, pension optimization, and personalized retirement roadmaps tailored to individual financial goals and risk tolerance levels.
How do you help businesses with employee financial wellness?
We deliver workplace financial wellness programs including budgeting resources, retirement account consolidation assistance, and educational seminars to reduce workplace financial stress.
What makes your wealth management approach unique?
We combine estate planning, tax-efficient investments, and risk assessment into customized strategies that address both immediate needs and generational wealth transfer objectives.
Can you help with insurance solutions?
Yes, we offer life, disability income, long-term care insurance, and annuity products to complement retirement and wealth management strategies.
How do I access market commentary resources?
Our current market analysis and investment insights are available through our website's 'Financial Insights' section updated monthly.
What areas do you serve?
While based in Fort Lauderdale, we serve clients across Florida and other states where our advisors hold proper FINRA registrations.
