How does the Alliant Retirement and Investment Services program work? An Alliant Retirement and Investment Services Representative will first meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices. You may want to tackle just one financial issue at a time, or you may be looking for help in managing your entire financial portfolio. We'll help develop a comprehensive financial roadmap that addresses all the relevant financial issues that you face, including: Rolling over your 401(k) or pension plan if you've changed jobs. Developing a savings and investment plan. Creating a retirement income plan to approach those years with confidence. Managing your investments. Protecting your family with life insurance or long-term care insurance. Saving for college education costs.
