retirement planning services
Worrying less and relaxing more are what many people would call living a great retirement.
ALEC Wealth Management is committed to helping you pursue that happy place in life — a time that often arrives faster than people think. We offer a full range of Retirement Planning Services that can help you invest wisely and work towards your retirement savings goals.
Whether you’re just starting to save for retirement or want a professional opinion on how your existing retirement accounts are performing, our experienced professionals can help. We’ll meet with you, recommend a custom-tailored plan, and help you keep tabs on how your plan is performing.
Here’s how we can help you pursue your retirement objectives:
We’ll listen.
In our initial discussion, we’ll do some fact-finding to learn about your current financial situation. Then we'll talk about your specific financial goals and set a time horizon.
We’ll review your retirement income sources.
Your ALEC Wealth Management representative will look at current and future income streams and project how long those income sources will last.
We’ll develop a customized retirement plan.
Based on your financial information and projected income, your representative will then create a financial retirement road map for you.
We’ll implement the plan.
Once you and your Wealth Management representative agree on a course of action, your retirement plan can be implemented as soon as you’re ready. This may include a 401(k) or pension plan, annuities, insurance — or a mix of these and other investment vehicles to work towards your objectives.
We’ll review investment performance regularly.
After implementation, you should meet at least annually with an ALEC Wealth Management representative to ensure your plan is still on track to fulfill your needs, stay within your risk tolerance and meet your established time horizon.
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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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 |