investment planning services
Discover the right financial tools to invest in your future. And some great people to guide you.
The road to pursuing a solid financial future can be challenging and unpredictable. At ALEC Wealth Management, we’re committed to making it a rewarding journey, while helping you avoid costly mistakes along the way.
We know how important your financial dreams are. Whether you’re just starting out, or you've been investing for years, ALEC Wealth Management can help you establish a custom-tailored plan — or provide a second opinion on your existing financial plan.
An experienced ALEC Wealth Management representative will take you through a step-by-step process to create a plan for your future, and recommend time-tested strategies to help you work towards your objectives.
As a dedicated professional in helping you build financial independence:
We’ll listen.
In our initial discussion, we’ll learn about your present financial situation, talk about your specific investment goals, and set a time horizon.
We’ll develop a customized plan.
Based on the facts we gather from you, your ALEC Wealth Management representative will then build a personalized investment road map that you can feel comfortable with.
We’ll implement the plan.
Once you and your representative agree on a course of action, your investment plan can be implemented as soon as you’re ready.
We’ll review investment performance regularly.
After implementation, you should meet at least annually with ALEC Wealth Management to ensure your plan is still on track to fulfill your needs, stay within your risk tolerance and meet your established time horizon.
You can take advantage of a wealth of offerings that can be prime components of a well-rounded investment plan, including:
- Mutual Funds
- Annuities
- Stocks
- Bonds
- Real Estate Investment Trusts (REITs)
- Managed accounts
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 to start planning?
Schedule a no-cost, no-obligation appointment with ALEC Wealth Management by completing the form above. Or call 847.249.9444 or toll-free at 800.762.9988, ext. 444.
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To learn more about the background of your financial professionals and the firm they work for, please go to BrokerCheck by FINRA.
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.