Skip Navigation

Investment Planning Services

Discover the right financial tools to invest in your future. And some great people to guide you. 

The road to achieving a solid financial future can be challenging and unpredictable. At ALEC, 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 Investment Advisors can help you establish a custom-tailored plan — or provide a second opinion on your existing financial plan. 

An experienced ALEC Investment Advisors representative will take you through a step-by-step process to create a plan for your future, and recommend proven strategies to help you achieve your objectives. 

As a dedicated partner in helping you build financial success:

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 Investment Advisors 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 Investment Advisors 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


Ready to start planning? Schedule a no-cost, no-obligation appointment with ALEC Investment Advisors. Or call 847.249.9444 or toll-free at 800.762.9988, ext. 444. 

To learn more about the background of your financial advisor and the firm they work for, please go to BrokerCheck by FINRA.


Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution of make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1809787.1-0517-0619