August Financial Consulting, LLC is a financial management and planning firm focused on helping clients make informed decisions and work toward their financial goals. The firm emphasizes a client-centered approach built on trust, care, and respect, starting by understanding each client’s circumstances before developing a plan suited to their needs. Its services include financial planning, retirement planning, wealth management, and portfolio management.

Financial planning can address risk analysis, investment choices, and portfolio strategies, while retirement planning helps clients prepare for the changes and decisions associated with retirement. Wealth management services include multigenerational estate planning and business succession planning. For portfolio management, the firm helps clients consider investments such as individual stocks, mutual funds, bonds, and exchange-traded funds, and reviews potential risk and reward trade-offs when establishing an investment mix.

August Financial Consulting also provides educational resources on topics including budgeting, saving for retirement, and spending in retirement. The firm offers a flexible fee structure and invites prospective clients to schedule a financial planning review