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