ALEC Wealth Management is committed to helping you reach 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.
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 or licensed. No offers may be made or accepted for any resident of any other state.