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Financial Services

The goal of Aul Financial Group is to provide clients with a comprehensive financial planning picture. While developing a customized retirement planning program, we walk you through a step-by-step process, helping you feel confident in your decisions.

Our firm has a relationship with a variety of financial planning companies, so if we don’t have a product or service, we know a group that does.

Once your goals have been identified, we will customize appropriate strategies to suit your vision and objectives. We help you execute a financial program utilizing the following products and services:

Retirement Planning

Retirement planning starts with defining what you believe is a successful retirement. We’ll work alongside you to develop a custom retirement plan that works for your situation.

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Estate Planning

The ultimate goal of estate and legacy planning is to transfer assets to your beneficiaries with the least financial and emotional impact possible. We help walk you through different scenarios and develop a plan alongside your attorney to update existing legal documents or create new ones to ensure your assets are distributed the way you want.

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Insurance Planning

A cornerstone to any financial plan is a well-rounded insurance plan. Just as no two people’s retirement needs are the same, no two insurance plans should mirror each other.

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Tax Planning

Ignoring the impact of taxes on your retirement planning may severely impact the reality of your retirement. When you retire, some sources of income (such as Social Security benefits and required minimum distributions) are added to your yearly taxable income.

Tax Planning

Retirement planning starts with defining what you believe is a successful retirement. We’ll work alongside you to develop a custom retirement plan that works for your situation.

The ultimate goal of estate and legacy planning is to transfer assets to your beneficiaries with the least financial and emotional impact possible. We help walk you through different scenarios and develop a plan alongside your attorney to update existing legal documents or create new ones to ensure your assets are distributed the way you want.

A cornerstone to any financial plan is a well-rounded insurance plan. Just as no two people’s retirement needs are the same, no two insurance plans should mirror each other.

Ignoring the impact of taxes on your retirement planning may severely impact the reality of your retirement. When you retire, some sources of income (such as Social Security benefits and required minimum distributions) are added to your yearly taxable income.