American Principal
3209 Old Smith Valley Road, Greenwood, IN 46143
Location & Phone number
About the Business
American Principal is a retirement planning institution located at 3209 Old Smith Valley Road, Greenwood, Indiana, United States. What sets us apart from other experts in the field is our dedication to putting our clients first. We offer investing advice that focuses on safe money options to help you build a well-balanced portfolio that prioritizes protection. Our team's experience and passion for helping people shines through in all the work that we do.
We take the time to get to know our clients and educate them through educational seminar presentations held throughout the year. We understand that there is no one-size-fits-all solution when it comes to financial planning for retirement, which is why we tailor our approach to each individual's circumstances and objectives. Our goal is to help you retire with optimism and confidence by maintaining your financial stability.
Retirees and those nearing retirement are invited to attend our seminar events where they can get their retirement planning questions answered at no cost. We provide gourmet meals and no sales pitches, giving you the opportunity to learn and prepare for the future in a relaxed setting.
At American Principal, safety is our top priority. We work with you to find secure investment options that align with your risk tolerance, including insurance products. We believe that safety and reasonable returns are not mutually exclusive, and we strive to find products that offer both to our clients.
Our approach to financial planning for retirement is focused on simplicity and transparency. We aim to keep you informed and address any questions or concerns you may have. We believe in building long-term relationships with our clients and regularly review and adjust their plans to ensure continued confidence and success.
If you're looking for a partner in your retirement planning journey who can provide safety, reasonable returns, and simplicity, look no further than American Principal. Contact us today to get started on creating a secure and prosperous future for your retirement.
Reviews
"Excellent, great to work with!"
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