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:
- Expert collaboration and guidance: We collaborate with your existing financial team, including accountants and attorneys to best manage your finances. Plus, we offer expert guidance and advice along the way.
- Fee transparency and flexibility: Our fee structure is flexible to meet your needs. We offer both fee-based and transactional options, so you can choose what works best for you. You’ll always know what you’re paying for.
- Financial planning based on your needs and desires: We discuss your financial goals before making a move. This ensures everything we do is helping you get to where you want to be, whether that’s retirement or diversifying your portfolio.