What We Do
August Financial Consulting serves individuals and families throughout the Twin Cities by offering a full suite of financial planning and management services. Our goal is to help you plan for your financial future, so you can move forward with confidence.
Financial Planning
We’ll work together to lay out an individualized plan that fits your needs. Our services include tax planning, college funding, savings planning, life redirection assistance and other services to help you improve your financial wellbeing.
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Retirement Planning
We’ll help you plan for your retirement by determining your income goals and the tools you need to reach them. It’s our mission to ensure you retire the way you want.
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Wealth Management
We have the experience needed to manage your complex finances, so you can focus on what matters most to you. From advanced charitable planning to business succession planning, we have supported clients through it all.
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Portfolio Management
We’ll not only help you build your portfolio of investments, but we will also manage it on your behalf. Our job is to ensure you’ll have the right mix of investments to help you reach your goals and minimize your risk.
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Beyond our traditional management and planning services, we also offer company retirement plans, estate planning, life insurance and other services to round out your financial plan.
Dedicated to Your Financial Well Being
Retirement should be the time where you sit back and enjoy the fruits of your labor. It shouldn’t be a time you dread due to finances. August Financial Consulting is dedicated to ensuring your financial wellbeing for years to come.
Even if you’re not headed for retirement just yet, we’re here to support you and your family. We get to know you and your financial goals to create a successful roadmap to get you there. We prioritize transparency, ensuring you understand all of your options and the risks associated with your plan, so you can make the best financial decisions.
