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.
Coming up soon, on May 22nd at 6 PM in Old Orchard Beach, I'll be running a retirement income seminar. During this seminar which is expected to last roughly an hour, we’ll cover the following topics and more: My personal and professional background What are your...
Going back and forth with dates and times can be exhausting. I've added a new tool to my website that will allow you to pick an appointment that works for you and to indicate where you'd like to meet. Take a look here and book an appointment to chat anytime.
Big news!! We've got a brand new website. You'll find a far more smooth and organized layout. This new site is also a mobile responsive site. This means that it will reorient itself when you view it on a phone or tablet. At the bottom of each page, you'll find a...