How do I get started with Alliant Retirement and Investment Services? To set up a no-cost, no-obligation appointment, call one of our financial consultants today. Be sure to have any documentation available that will help the representative better understand your financial situation, such as account statements, tax forms and benefit information. If you're married, it's best that both you and your partner attend. Lastly, always have an open mind and a willingness to discuss the details of your situation.