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Retirement Planning

Retirement planning starts with defining what you believe is a successful retirement. The next step is to gather information on your current plan to complete a total retirement review. This review will tell us about your current plan and any areas that may need to be addressed. From there, we work alongside you to develop a custom retirement plan that works for your situation.

While looking at your current sources of income and estimating your future expenses, we also take into account unexpected scenarios:

  • What happens if you (or your spouse) require extended medical care?
  • How will your retirement income be affected if you outlive your spouse?
  • How might changing tax structures affect your retirement?

Income Planning

The cornerstone of your income is usually from a predictable source. Savings and investments should be included to provide multiple streams of income through life. We use a detailed process that looks at your streams of income to serve as a roadmap to help guide your financial future.

Wealth Accumulation

No matter when you begin to accumulate wealth, a well-thought-out plan to continue growing your wealth will require:

  • A consistent approach
  • A long-term investment strategy
  • A commitment to seeing that strategy through
  • An understanding of your tolerance for risk

We’ll help guide you through these steps and use a variety of methods and products specifically chosen to meet your accumulation goals.

Asset Preservation Strategies

When it comes to asset preservation strategies, we believe in the Three P’s:

  • Preserving
    Preserving accumulated assets is a major portion of a good financial plan. Not losing ground can enhance your comfort level in retirement.
  • Participation
    Participating in market growth is essential to the health of any
    financial plan.
  • Predictable Income
    Generating an income in retirement is vastly different from generating an income in most of your working life. Understanding how to produce a consistent, predictable, and increasing income throughout your life requires a shift in financial planning.

Tactical Portfolio Management

We use responsive investment management to help meet your needs and the conditions of the markets. Tactical management is an investment style in which your portfolio is actively balanced and adjusted with the intention of optimizing portfolio returns and reducing risk.

IRA & 401(k) Rollovers

Proper management of your qualified retirement accounts can be important to a successful retirement. Knowing when to roll over an existing 401(k), when to convert to a Roth, and even how to disperse income in retirement are all items we can assist you with.

Insurance products are offered through the insurance business Aul Financial Group. Aul Financial Group is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Aul Financial Group are not subject to Investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.