Here’s What’s New
FinPath by HUB Dashboard
We’ve upgraded the FinPath experience with smarter tools, intuitive navigation, and personalized support—making it even easier to take control of your finances. All available to our valued participants, like you!
Instantly book a financial coaching session, jump into the Digital Money Assistant, or start learning with one of our FinPath University courses.
Digital Money Assistant
The days of Googling financial questions are over. Powered by FinPath Intelligence, you can ask your digital assistant any financial or workplace benefits question at any time and get instant guidance that’s unique to your financial situation and priorities.
? Ask your Digital Money Assistant “Help me connect my bank accounts” or “What specific areas of my finances should I focus on improving right now”
Account Connectivity
View checking, savings, retirement, and investment accounts all in one secure, convenient spot. Like bringing all of the pieces of the puzzle together for one clear picture – for your eyes only.
? Ask your Digital Money Assistant “Analyze my latest transactions” or “Optimize My Paycheck”
Benefits Clarity
Your workplace benefits and money management go hand in hand. Navigate your employer benefits with the help of the digital money assistant 24/7, to make sure you aren’t missing out on a single perk.
? Ask your Digital Money Assistant “What benefits am I missing out on at work?”
Personalized Insights
Personalized educational content and journeys turn budgeting, retirement, and savings into actionable steps – so you can see real progress.
? Ask your Digital Money Assistant “Help me set a savings goal” or “What are my top actions”
DISCLOSURES
FinPath is offered through RPW Solutions. Retirement and wealth solutions are offered through SEC registered entities, referred to as HUB Retirement and Private Wealth (HUB RPW), owned by HUB International. RPW Solutions and HUB RPW are under common ownership and control of Hub International. HUB RPW offers institutional and retirement services to for-profit and not-for- profit organizations and customized private wealth management services to individuals and families both affiliated and unaffiliated Registered Investment Advisors (RIAs). Global Retirement Partners, LLC, HUB Investment Advisors, TCG Advisors, Millennium Advisory Services are wholly owned subsidiaries of HUB International. TeleWealth virtual meetings are offered through TCG Advisors. TCG Administrators, Cypher Security, LLC and TCG Consulting Services are under common ownership of HUB International.
Securities and investment advisory services may also be offered through partner Broker Dealers not affiliated with HUB International.
This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
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