insurance planning services
Protect your family and yourself.
The unexpected can happen at any time.
Beyond acquiring a desired degree of wealth throughout their lives, more and more people today are seeking one other crucial goal: stability.
ALEC Wealth Management offers access to an extensive range of insurance products designed to safeguard the financial future of individuals and families.
The value of these insurance products is often best applied within the greater context of a personal financial plan, providing essential protection for you, as well as for those who may be beneficiaries of your financial legacy.
At ALEC Wealth Management, we offer access to:
- Life insurance (including universal and variable universal)
- Long term care insurance
- Disability insurance
These insurance products typically offer an array of choices that can help you tailor your coverage in a manner that ensures flexibility and provides the right amount of benefit for your situation.
Looking for Financial Advice or Guidance?
Just as life changes, so do your financial goals. Make sure you are on track by working with ALEC Wealth Management. Our team of experienced financial professionals will work with you to help you make sound financial decisions consistent with your risk tolerance, investment time frame, and goals.
Our services include:
- 401(k) and pension plan rollover services
- Asset accumulation and preservation
- Developing a savings and investment plan
- Education funding
- Protecting you and your family with life insurance and long-term care
- Reviewing your current financial plan
- Managing your investments
For more information on our services or to schedule a no-cost, no-obligation appointment with one of our advisors, please complete this form.
Upon completion, a representative will contact you within one business day.
Ready for the next step?
As a credit union member, you can schedule a complimentary, no-obligation consultation with ALEC Wealth Management to discuss your insurance and investment goals, evaluate your current investments relative to your goals, and get recommendations on what to do next. Or call 847.249.9444 or toll-free at 800.762.9988, ext. 444.
Check the background of investment professionals with this site on FINRA's BrokerCheck.
Need assistance? We are here to help!
Your Credit Union (“ALEC”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay ALEC for these referrals. This creates an incentive for ALEC to make these referrals, resulting in a conflict of interest. ALEC is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. ALEC and ALEC Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ALEC Wealth Management, and may also be employees of ALEC. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ALEC or ALEC Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered of licensed. No offers may be made or accepted for any resident of any other state.