Pursue Your Financial Goals: Model Wealth Portfolios 

Investment Strategies for the Road Ahead

Your unique needs and goals require a customized approach that considers your place in life today and where you’re headed in the future. But customization isn’t enough. The most successful investment strategies are also built on a consistent, disciplined process put in place by a team of experienced professionals.

Join our next webinar to explore a platform that can build a comprehensive investment strategy focused on your financial preferences and objectives. 

Presented by:

Krystian Cieplucha, CFA

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Krystian

Krystian Cieplucha is a registered representative with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).   Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS.  Securities and insurance offered through LPL or its affiliates are:

CA Insurance Lic# 0H27312

There is no assurance that the Model Wealth Portfolios discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to effect some of the strategies. Investing involves risks including possible loss of principal.