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.
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 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-1209444.1-0515-0617