insurance planning services
Protect your family and yourself.
The unexpected can happen at any time.
Beyond acquiring a desired degree of wealth throughout their lives, more and more people today are seeking one other crucial goal: stability.
ALEC Wealth Management offers access to an extensive range of insurance products designed to safeguard the financial future of individuals and families.
The value of these insurance products is often best applied within the greater context of a personal financial plan, providing essential protection for you, as well as for those who may be beneficiaries of your financial legacy.
At ALEC Wealth Management, we offer access to:
- Life insurance (including universal and variable universal)
- Long term care insurance
- Disability insurance
These insurance products typically offer an array of choices that can help you tailor your coverage in a manner that ensures flexibility and provides the right amount of benefit for your situation.
Looking for Financial Advice or Guidance?
Just as life changes, so do your financial goals. Make sure you are on track by working with ALEC Wealth Management. Our team of experienced financial professionals will work with you to help you make sound financial decisions consistent with your risk tolerance, investment time frame, and goals.
Our services include:
- 401(k) and pension plan rollover services
- Asset accumulation and preservation
- Developing a savings and investment plan
- Education funding
- Protecting you and your family with life insurance and long-term care
- Reviewing your current financial plan
- Managing your investments
For more information on our services or to schedule a no-cost, no-obligation appointment with one of our advisors, please complete this form.
Upon completion, a representative will contact you within one business day.
ALEC Wealth Management
We offer experience and insight to help you address your individual financial objectives.
Meet the ALEC Wealth Management Team
Let our team of professionals help you build your financial plan.