Service, Support, Features...

Services

  • Financial Planning
  • Corporate and small business Retirement Plans
  • Investment Evaluation, Implementation and Monitoring -- portfolio management
  • Retirement income generation and distribution
  • Interfacing with other professionals (Attorney, CPA)

Support

When you have a question, you deserve an answer. Our stated goal is to be available so our client's reach a person right away and not a recording. If we unfortunately miss a call the stated goal is to return the call immediately - but at no time should the delay be more than four hours. At August Financial Consulting, this is not just our goal but our practice.

  • Account Access 24 hours a day through secured website
  • Monthly or Quarterly Statement generated, depending on type of account
  • Contact our office staff for attentive service and up-to-date information

(952) 767-2073 phone
(877) 509-2323 toll free
(952) 767-2048 fax
Email Us

Vault Data Sheet

One safe place for all key information
While we’re alive and in good health it can be surprising to stop and consider the large volume of information you manage day-to-day. Things like account numbers, contact names, addresses and phone numbers, Dr. and medication information, passwords… What happens when we’re not in good health? Relatively simple tasks left to our loved ones can become difficult and distracting if they do not have access to key bits of information and you are not in a position to tell them. For this reason, we at August Financial Consulting have created a “Vault Data Sheet” in PDF format that you can use to document key information. This is not something you have to provide to us or others, but we encourage you to complete it and review it periodically. Make it known to key persons within your family or circle of friends. Let them know it exists. Should something happen, simple things such as location of a safe deposit box, or safe deposit box key for example, may save a lot of unnecessary headache.

To open a Vault Data Sheet for your use as you see fit, please click on the link: Client Vault Data Sheet