investment planning services
Discover the right financial tools to invest in your future. And some great people to guide you.
The road to pursuing a solid financial future can be challenging and unpredictable. At ALEC Wealth Management, we’re committed to making it a rewarding journey, while helping you avoid costly mistakes along the way.
We know how important your financial dreams are. Whether you’re just starting out, or you've been investing for years, ALEC Wealth Management can help you establish a custom-tailored plan — or provide a second opinion on your existing financial plan.
An experienced ALEC Wealth Management representative will take you through a step-by-step process to create a plan for your future, and recommend proven strategies to help you work towards your objectives.
Check the background of this investment professional on FINRA's BrokerCheck.
As a dedicated professional in helping you build financial independence:
In our initial discussion, we’ll learn about your present financial situation, talk about your specific investment goals, and set a time horizon.
We’ll develop a customized plan.
Based on the facts we gather from you, your ALEC Wealth Management representative will then build a personalized investment road map that you can feel comfortable with.
We’ll implement the plan.
Once you and your representative agree on a course of action, your investment plan can be implemented as soon as you’re ready.
We’ll review investment performance regularly.
After implementation, you should meet at least annually with ALEC Wealth Management to ensure your plan is still on track to fulfill your needs, stay within your risk tolerance and meet your established time horizon.
You can take advantage of a wealth of offerings that can be prime components of a well-rounded investment plan, including:
- Mutual Funds
- Real Estate Investment Trusts (REITs)
- Managed accounts
Ready to start planning?
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To learn more about the background of your financial professionals and the firm they work for, please go to BrokerCheck by FINRA.
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.