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 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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The goal of 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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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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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 goal of 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.
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.
Aul Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.