Services Offered

As you or your loved ones age, the activities of daily living can become more challenging. Likewise, if you are busy traveling or managing a successful business, day-to-day tasks like paying bills or home maintenance just might not fit into your schedule. August Edge, LLC has more than 16 years of experience in all aspects of financial and retirement planning, and we have thoroughly researched the needs of today’s senior population. So, whether you are a busy executive, have an aging loved one or are already living in retirement, August Edge can help you plan for that next season of life.

During your no-cost, initial consultation we will listen to gain a full understanding of your needs. We will then develop an action plan that is customized to those individual needs. Through our carefully selected partner-providers, we offer a variety of levels of assistance in areas including day-to-day living, transition, insurance and benefit programs, and legal and accounting.


Day-to-Day Living

  • Financial records management
  • Bill pay/mail management
  • Household chores, housekeeping, errands, home repair/maintenance, etc. 
  • Family office
  • In-home health care


  • Modify existing living arrangements to meet physical needs
  • Handling a move to a new living environment
  • Preparing a home for sale
  • Hospice/end of life

Insurance & Benefit Programs

  • Evaluating Medicare, Medicare Supplement or Advantage Plans
  • Long-term care insurance 
  • Health savings accounts
  • Social Security
  • Veterans assistance

Legal & Accounting

  • Tax preparation/guidance
  • Elder law/estate planning