How much should I save for retirement?
Can my portfolio support my desired lifestyle?
What are the best investment strategies for me?
Managing finances can come with a lot of questions. Ensuring you’re prepared for what comes next can be overwhelming. We’re here to help. Through personalized financial planning, we develop a financial roadmap to help you reach your goals no matter your age or financial situation.
The Importance of Financial Planning
We care about your long-term financial goals and creating a strategy to get you there. Without a financial plan and goals in mind, it’s difficult to invest in your future with confidence.
Although a 401K will help you save for retirement, it often isn’t enough to sustain your lifestyle after you leave your career.
Although you have a savings account, you may need to steadily increase your wealth to achieve future goals.
Although you may wish to send your child to college in the future, you’ll need to plan now to be able to afford the cost.
Financial planning gives you an expert analysis of the steps you’ll need to take to alleviate these concerns.
Our Financial Planning Services
As your full-service financial planner, we have a service for every element of your financial life. Whether you’re nearing retirement or just getting started in your professional career, we’re here to help you understand your investments and risks while reaching your goals.
Our financial planning services include:
- Financial goal-setting
- Financial plan development
- Investment strategy development
- Savings plans
- Estate planning
- College funding
- Tax planning
- Assistance evaluating your financial picture throughout Life redirection issues (i.e., divorce, job change, etc.)
- Life redirection issues/divorce support
- Current finance and investment reviews
Your financial plan is a living, breathing document that will flex as life moves on. We encourage quarterly or bi-annual reviews to ensure we’re still on track.
What to Expect From August Financial Consulting
August Financial Consulting delivers the expert financial advice you need with care, respect and simplicity. When you call us for help with your finances, you can expect:
- A listening ear: We listen to your goals and create a financial plan that fits. What’s important to you is important to us.
- Flexible and transparent fee structure: Our fee structure is flexible, giving you options for how you pay. We’ll discuss the what, why and how of any fees you would pay upfront. There are no hidden fees here.
- Expert advice: We have decades of experience helping individuals and businesses improve their financial well-being. We also stay up to date on changes in the industry, so we can continue to offer the best service.