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Wealth Management

Finances can be complex at times, requiring in-depth review and management to avoid serious risk. You may have a complicated investment portfolio or business situation that requires expert guidance to help you boost your financial well-being. Or, you may be considering legacy planning for the future.

August Financial Consulting can help. We offer wealth management services to support you in managing and organizing all of your assets.

Our Wealth Management Services

Expanding on financial planning, August Financial Services also offers wealth management services, including:

  • Multi-generational estate planning
  • Business succession planning
  • Tax-efficient investing
  • Account aggregation
  • Planning for special needs children
  • Inter-generational needs-based planning
  • Collaboration with accountants, attorneys or other professionals
  • Expert guidance regarding charitable planning and philanthropy

As your full-service financial planning and management team, we’re committed to going the extra mile to help you increase your wealth, mitigate risk and reach your goals.

Why Choose August Financial Consulting?

August Financial Consulting has decades of experience assisting individuals and families with their complex finances. You can expect to experience:

Schedule Your Planning Review

August Financial Consulting is here to help you reach all of your future financial goals. Allow us to see how we can support you in wealth management with a financial planning review. Reach out to us today by calling 952-767-2073 or fill out the form here.

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