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.
No matter when you begin to accumulate wealth, a well-thought-out plan to continue growing your wealth will require:
We’ll help guide you through these steps and use a variety of methods and products specifically chosen to meet your accumulation goals.
When it comes to asset preservation strategies, we believe in the Three P’s:
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.
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.
The easiest way to access your account is to go directly to the following portal websites or you can access these portals via the Aul Financial Group website at: aulfinancialgroup.com/clients/.
If you are unsure which portal applies to your account, or if you need help with login setup or a password reset, please contact David at our office by calling 636-230-8824.
We recommend meeting at least once a year. New clients typically begin with quarterly meetings during the first year, then transition to semiannual or annual reviews based on their needs. Life changes — and so do we. If something comes up and you need to connect sooner, we are always available. Every client’s situation is unique.
To make the most of your meeting, consider bringing: recent tax returns, employer-sponsored plan statements (401(k), pension, etc.), and any documentation related to significant life changes, such as a new job, marriage, divorce, birth, or inheritance.
Insurance products are offered through the insurance business Aul Financial Group, LLC. Aul Financial Group, LLC 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, LLC 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.