Early Career

Beginning on the Right Foot with Financial Planning Guidance

As we enter the workforce, we all encounter new situations. We now need to understand and learn about health care benefits, insurances, business practices, and more. We create a foundation for our future growth by securing a job opportunity that will likely bloom into a career and you’ll want to begin your planning now.

August Wealth Management has extensive experience in:

  • Assisting in retirement plan management and investment selection
  • Discussions surrounding will preparation and estate planning
  • School loan consolidation
  • Building an accessible nest egg for future benefits
  • Preparing to purchase a home

These topics, and more, need to be addressed delicately in order to set yourself up for future successes. It is also time in life when you build a network of support to guide you through some of life’s complexities. The role of a financial planning advisor is to be a central hub for those relationships and an effective way to coordinate these efforts.

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  • After a very long time, a move was in the cards. Come see our new office spaces at 66 Pearl Street, Suite 310 in Portland. More space, a better set-up, and a great location. We hope you'll like it. read more »
  • Many of us are parents and we have visions of a wonderful life for our children.  As they grow, there are times where we want to assist them financially.  Time.com's Money section fielded a...  read more »

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