American Principal

Retirement Professionals

You Should Know:

We Are Retirement Professionals

We are retirement professionals. In other words, we understand what the most important elements of planning for retirement are. And one of those key factors is keeping your money protected. Once you’ve built up your nest egg, it’s important to keep that amount protected. Our team at American Principal can help you do that. We can help you develop a retirement strategy that keeps your principal safe, but still gets you reasonable rates of return** over time.

Retirement Reviews

In addition to providing no-cost educational seminars, we also offer one-on-one, no-obligation retirement reviews. During these meetings, we’ll look at your current retirement strategy, determine if it’s right for you, and if not, try to develop a better one. We’ll make recommendations, answer your questions, and educate you on topics such as:

  • The benefits of working with retirement professionals
  • How to suitably plan for retirement
  • How to reach your retirement goals
  • Answering: How much risk are you at?
You might be wondering:

Do You Need a Retirement Professional?

Generally, seeking help from a professional is the smart thing to do. And specifically, you should seek out someone who understands your unique situation.

Retirement strategies aren't "one-size-fits-all." Also, it's important to note that not every advisor is the same.

Some financial professionals may advise you to invest in the stock market. While this is a good tactic to grow your money while you’re still working, in retirement it’s much riskier. In the event of a stock market drop, you won’t have time to recover, and may have to prolong your retirement. To determine your best course of action during this time, you should focus on safety. And we’re retirement professionals with safety as our number one concern.

seniors enjoying dessert at an educational seminar with retirement professionals

Get Educated

The decisions you make in regards to your money could impact the rest of your life. This is why getting educated is so important. With this in mind, we offer educational dinner seminars. At each event, we’ll walk you through information about the stock market, tax laws, ways to protect your money, and other important topics. You should know as much as possible in order to make the decisions that are right for you.

Our Approach

American Principal focuses on protecting our clients’ wealth above anything else. But, we recognize that everyone’s situation is different, and that you should have the necessary tools to make the choice that’s right for you. Want to learn more?

We’re dedicated retirement professionals, and we look forward to working with you.

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