At August Financial Consulting, LLC, we believe it is all about YOU and your financial well being. Set Goals - Exchange in conversation to refine goals and define the foundations of your financial plan. Exchange means we listen to you and provide feedback helpful in refining goals. Formalize Your Financial Plan - Once we know the direction you want to go, we assist in developing a plan directed towards reaching your goals.
It might be on "the back of an envelope" or a fully bound financial plan - either way the plan provides a roadmap. Securities are offered through Mid Atlantic Capital Corporation ("MACC") a registered broker dealer, Member FINRA / SIPC. Financial advice is offered through Mid Atlantic Financial Management Inc., ("MAFM") a SEC Registered Investment Advisor.
It might be on "the back of an envelope" or a fully bound financial plan - either way the plan provides a roadmap. Securities are offered through Mid Atlantic Capital Corporation ("MACC") a registered broker dealer, Member FINRA / SIPC. Financial advice is offered through Mid Atlantic Financial Management Inc., ("MAFM") a SEC Registered Investment Advisor.
Services
August Financial Consulting, LLC was built on a family-taught foundation of EARN trust, care for and respect people, business relationships are not only about winning, but win-win and it is important to enjoy the process. You know the cliche of "life is short so live every moment." My dad was 80 years old when he passed.
Alan and his wife Denise have two sons, Cameron and Elliot. They currently reside in Deephaven, Minnesota. Outside of the office, Alan and family enjoy time together be it participating and watching sports such as football, basketball or baseball, or maybe going on a weekend ski trip or tubing behind the boat.
We are an independent investment advisory firm working through the Broker-Dealer Mid Atlantic Capital Management and Registered Investment Advisor Mid Atlantic Financial Management. August Financial Consulting, LLC provides Financial Planning and Portfolio Management serving the needs of those just prior to retirement on through the retirement years.
At August Financial Consulting, LLC, we believe it is all about YOU and your financial well being. Set Goals - Exchange in conversation to refine goals and define the foundations of your financial plan. Exchange means we listen to you and provide feedback helpful in refining goals. Formalize YOUR Financial Plan - Once we know the direction you want to go, we assist in developing a plan directed towards reaching your goals.
August Financial Consulting, LLC in conjunction with Mid Atlantic Capital and National Financial Services conduct business in a manner to protect client information and have developed contingency plans to safeguard business flow in the event of a distruption of business. This is described in the following paragraphs.
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