A typical client has significant financial resources, often spread across multiple generations and among varying investment vehicles.
What You'll Get
Choose Between Four Options
**Financial Planning Package includes:
• Holistic Financial Plan • Review of all investment accounts • Printed and personalized asset-allocation model for the account of your choosing • Review of your estate-planning documents • 1 Hour Presentation of your customized financial plan
**Financial Planning Packages can be completed in as little as 10 days but may take up to four weeks. The timeline is contingent upon how quickly the client can furnish the necessary documents, along with the plan’s complexity. Over this time frame, client’s will have unlimited access to calls and emails. Upon completion of the financial plan, we will schedule a 1 hour in-person presentation to go over the plan and answer any questions you may have.
Financial Consultation • 30 Minutes to discuss your investments and other financial concerns.
Financial Consultation • 1 Hour to discuss your investments and other financial concerns.
3 Hour Retirement Readiness Analysis • 3 Hours to discuss your investments, other financial concerns and provide you with second opinions on your investments, personal budget sheets, debt consolidation plans and more.
** Traditional Financial Planning Packages start at $3,000 and can range north of $10,000 contingent upon the plan’s complexity.
The Fine Print
Promotional value expires 180 days after purchase. Amount paid never expires. Limit 2 per person, may buy 2 additional as gift(s). May be repurchased every 30 days. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
About The August Wealth Management Group
The August Wealth Management Group is a fee-only financial services firm, located on Wall Street, in New York City, focused on providing transparent comprehensive investment advice, strategic advisory services and financial planning to high net-worth individuals, families, institutions and corporations, with complex financial needs, from a fiduciary capacity. Clients choose The August Wealth Management Group for our integrity, consistency and proven record of success in the financial services industry. Unfettered by the conflicts of interest and office politics affiliated with larger corporations, we are positioned to put our clients’ goals first. It is our goal to provide an exceptional level of tailored advice to our clients. In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations that ensure our clients feel comfortable and secure when choosing The August Wealth Management Group.