Each new relationship begins with a discovery meeting to learn more about the clients and the potential issues preventing them from reaching their goals. Then we educate ourselves on these issues and get involved with the communities affected by them. It is only then, that clients receive recommendations increasing the likelihood of achieving their goals. We built our practice primarily through referrals from those who know us best, our clients.
At The August Wealth Management Group, our clients are our main priority. This is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road-map for your financial journey; and always doing so with a standard level of excellence.
CORE INVESTMENT COMPONENTS
- Institutional Research
- Asset Allocation
- Established Triggers
- Risk Management
- Benchmark Study
WHAT IS A FINANCIAL PLAN?
A financial plan is a comprehensive evaluation of an investors current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Working with you, we use your current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing financial plans. These metrics are used along with estimates of asset growth to determine if a person’s financial goals can be met in the future, or what steps need to be taken to ensure that they are.
Our Financial Planning solutions focus on helping our clients achieve meaningful, measurable and documented progress toward outcomes that they predetermine are acceptable to them.
Let's Grow Together
The August Wealth Management Group Is A Fee-Only Financial Services Firm, Offering Asset Management, Financial Planning, Corporate Retirement Services and More, To Individuals, Families And Corporations.