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About Alliant Retirement and Investment Services
Alliant Retirement and Investment Services (ARIS) is a division of Alliant Credit Union, designed to assist individuals in navigating complex financial planning. Here are key points about ARIS:
- Purpose: ARIS aims to provide comprehensive financial guidance, helping individuals focus on what matters most by addressing various financial issues, such as retirement planning and investment strategies[1][2].
- Services: ARIS offers resources and tools for managing retirement accounts, including guidance on rolling over 401(k) plans and other retirement-related decisions[2]. They also provide educational content on topics like Social Security taxes, Medicare Advantage plans, and business succession planning[1].
- Registration Status: Alliant Credit Union and ARIS are not registered as a broker-dealer or investment advisor. However, they work with financial professionals associated with LPL Financial to provide investment services[3][4].
- Educational Content: ARIS offers a variety of educational materials, including articles, calculators, and videos, to help individuals make informed financial decisions[1]. Their YouTube channel features videos on retirement strategies and investment options[3][5].
For more detailed information, you can visit their website or LinkedIn page for updates and resources on financial planning and investment strategies.
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