The ALEC Investment Advisor program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Worrying less, relaxing more and doing the things you’ve always wanted to. We think that’s what most people would call living a great retirement.
ALEC Investment Advisors 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 ultimately achieve 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 achieve 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 Investment Advisors 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 Investment Professional 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 rollover, annuities, insurance — or a mix of these and other investment vehicles to accomplish your objectives.
We’ll review investment performance regularly. After implementation, you should meet at least annually with an ALEC Investment Advisors representative to ensure your plan is still on track to fulfill your needs, stay within your risk tolerance and meet your established time horizon.
The ALEC Investment Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. ALEC Investment Advisors financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A ALEC Investment Advisors, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to 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-3133377.1-0620-0722