retirement planning services
Worrying less and relaxing more are what many people would call living a great retirement.
ALEC Wealth Management is committed to helping you pursue 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 work towards 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.
We’ll implement the plan.
Once you and your Wealth Management 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, annuities, insurance — or a mix of these and other investment vehicles to work towards your objectives.
We’ll review investment performance regularly.
After implementation, you should meet at least annually with an ALEC Wealth Management representative to ensure your plan is still on track to fulfill your needs, stay within your risk tolerance and meet your established time horizon.
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.