Category: Videos

Yan Katz of HUB Wealth Strategies gives a brief overview of what it’s like to work with him and his team.

Brian McGrath, Financial Advisor at HUB Wealth Strategies, explains with his clients, the unique dynamics and goals of working with an entire family. Brian’s mission is to help each family member

Financial planning is a business that requires great, no, HUGE, amounts of trust. Sometimes the hardest part is just getting to the table to have the chance to introduce yourself to a prospective client.

Yan Katz of HUB Wealth Strategies gives you a personal look into his life, his history, and why remaining people’s rock in their most stressful situations is engraved into his personality.

Yan Katz of HUB Wealth Strategies pays a visit to the golf course with his father-in-law and lets you know why he has such a passion for helping people.

Yan Katz of HUB Wealth Strategies gives some insight into the Living Balance Sheet and how it can help his clients stay on top of their financial situation.

Yan Katz and Gracio Garcia of HUB Wealth Strategies discuss the importance of teamwork.

HUB Wealth Strategies strives to deliver custom strategic advice and guidance that is tailor made to help you, your family and / or business achieve your goals today and tomorrow.

There are important factors to consider when creating a Retirement Distribution strategy. A balanced, integrated approach can help provide more income, less risk, more liquidity, and more tax efficiency.