Chances are, you’ve worked hard to get where you are, and build the life you wanted. The next crucial step is to make sure you plan and protect the financial success you’ve achieved, so you can pass along the maximum amount to your beneficiaries.
Through our partnership with MEMBERS Trust Company, ALEC offers an extensive trust and estate-planning-services program that can provide valuable assistance with the following:
- Tax savings strategies
- Estate settlement
- Asset management services
- Revocable living trusts
- Charitable giving
- Life insurance trusts
So schedule a no-cost, no-obligation appointment with ALEC Investment Advisors. Of, if you prefer, call 847.249.9444 or toll-free at 800.762.9988, ext. 444.
ALEC Investment Advisors 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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. FR-2675362.1-0819-0921