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Aul Financial Group Believes In Full Transparency

16253 Swingley Ridge
Suite 125
Chesterfield, MO 63017

Phone: 636-230-8824
Toll-Free: 866-747-2822
Fax: 314-329-3399

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Disclosure Privacy Policy

The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states were otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

AUL Financial Group, LLC is a registered investment adviser. AUL Financial Group, LLC may only transact business with residents of states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.  AUL Financial Group, LLC is registered in the following state(s): MO.

At certain places on our website we offer direct access or ‘links’ to other internet websites.  These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of AUL Financial Group, LLC. AUL Financial Group, LLC does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there.  Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.  AUL Financial Group, LLC does not necessarily endorse or recommend any commercial product or service described at these websites.

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. AUL Financial Group, LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

THIS INFORMATION IS DESIGNED TO PROVIDE GENERAL INFORMATION ON THE SUBJECTS COVERED. THE SPECIALIZED INFORMATION WE PROVIDE REGARDING TAX MINIMIZATION PLANNING IS NOT INTENDED TO (AND CANNOT) BE USED BY ANYONE TO AVOID PAYING FEDERAL, STATE OR LOCAL MUNICIPALITIES TAXES OR PENALTIES. YOU SHOULD SEEK ADVICE BASED ON YOUR PARTICULAR CIRCUMSTANCES FROM AN INDEPENDENT TAX ADVISOR AS TAX LAWS ARE SUBJECT TO INTERPRETATION, LEGISLATIVE CHANGE AND UNIQUE TO EVERY SPECIFIC TAXPAYER’S PARTICULAR SET OF FACTS AND CIRCUMSTANCES.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/ or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.