Aul Financial Group can guide you on a financial path to help you meet your retirement goals.
Aul Financial Group is a full-service wealth management firm in St. Louis, MO, that is committed to assisting clients as they pursue their financial goals. Our financial advisors can help identify your needs and make decisions that provide you with a plan customized to your financial picture.
We take pride in our work. Our goal is to guide you on a financial path to help meet your retirement goals for you and your family.
Taking the First Step Toward Planning Your Financial Future
Ready to start your journey on your custom financial path? At Aul Financial Group, we’re here to guide you every step of the way. Whether you’re looking to preserve your assets, help maximize market opportunities, optimize tax-efficiency, or create predictable income for retirement, our personalized approach helps ensure a financial plan that is built and maintained to meet your needs.
Comprehensive Financial Review
- Tax-efficient strategies
- Risk-reward analysis
- Income replacement strategies
- Long-term care planning
- Legacy planning
Social Security Optimization
- How does Social Security fit into my income plan?
- Explore what may be the most ideal timing for starting your benefits
- When does it make sense to delay claiming?
Annuity X-Ray
- Evaluate your existing annuity contracts
- Review income options and how they work within your planning
- Identify fees and the cost of any riders
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What We Can Do For You
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our clients include:
Pre-Retirees
Are you 5-10 years away from retirement and still don’t have a well-defined plan? AFG can help you develop a more focused plan for retirement.
Retirees
Already retired? Unsure if your current plan is keeping up with you in retirement? Are you tired of the heavy lifting needed to keep up with your planning? AFG can help take some of that burden off your shoulders.
Business Owners
Business owners may face unique challenges when planning for retirement. AFG can help navigate these challenges and plan for your future.
Helping to Grow and Guard Your Life Savings
Market Guard® is a complete series of model portfolios and strategies designed to help empower clients to preserve their assets along the way.