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Wealth Management

We Can Help You With Your

Wealth Management

Investing in the stock market is a tricky process. The performance of a stock will change as time goes on. If you want to prevent losses, you must do your research and invest in the right stocks at the correct times. It would be best to work with a financial advisor with an “active” approach to money management. We can help with this.

Actively Vs. Passively Managed Money

"Active" money management differs from passive management.

If your investments are passively managed, someone isn’t keeping up with and looking after them. This might work fine over a long period, but it comes with high risk. Active money management, meanwhile, entails someone advising you on how to invest. This is done in the hopes of increasing your long-term success.

Annual Financial Checkups

Our annual meetings with clients offer an opportunity to take a comprehensive look at their finances, the success of their current strategy, and how it can be improved.

Checking on you to make sure that your finances are still in order is something that sets American Principal apart from other firms like us.

Many different factors can affect your investments over a year. However, we can help you stay on track at our annual meetings with you.

Some things we'll discuss with you include:
  • Your asset allocation being out-of-balance
  • Your portfolio may not be as diversified as you think
  • Your financial goals may have changed
  • And, your situation could’ve unexpectedly changed
  • Laws also change: For example, tax laws change frequently
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