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Retirement Planning

Have You Started Planning for Your Retirement?

Planning for retirement is an evolving process that requires a shift in mindset and action. Many of us are hard-wired to think about the here and now. But when it comes to planning your future, you will need to address a series of questions and considerations to ensure a smooth transition from one stage of life to the next.

At August Wealth Management, we help our clients achieve their dreams by helping them develop a plan for each stage of the retirement planning process.

Phases of Retirement Planning


As you start out, we will help you build assets via saving and investing using earned income you have specifically earmarked for retirement.


During the protect phase, we will focus on taking strategic action to protect your assets so that you can reach your retirement goals and live your best life.


Working together on the give phase, we will make sure you can provide for the people and causes you care about and help you leave a legacy.

Regardless of what stage you are at in your retirement planning process, our team takes the time to understand your retirement goals and aspirations to develop a customized long-term strategy that will address key concerns such as:

  • Determining how much retirement income you will need
  • Planning for long term growth and mitigating the negative effects of inflation
  • Estimating how long your current income plan may last
  • Calculating how much additional income you may need
  • Evaluating your additional income sources

Each of our clients’ retirements plans are responsive to change and are monitored often.

Because taxes play a major role in any financial planning process, we frequently consider tax advantages vehicles to accommodate your retirement income goals, such as traditional IRAs, Roth IRAs, 401(k)s, and IRA rollovers.

Is August Wealth Management a Good Fit for Me?

Over the years, we’ve identified three characteristics among those who benefit the most from working with us. We call them the Planners, Dreamers, and Doers. It’s important to note that in many cases, these traits overlap.


Our Planners are highly organized individuals who know a sound financial plan is a secret to long-term success. Most already have some financial plan, but they lack the experience of adequately navigating the nuances that come with a comprehensive wealth management strategy.


The Dreamers come to us because they already know their end game. Whether their goal is to buy a retirement home in Acadia, travel the world, or leave a legacy that their family can enjoy for years to come, they want to be sure they have the resources to live their best lives.


The Doers come to us because they are busy living their lives. More often than not, they are balancing their work/life responsibilities and don’t have the time or energy to devote to developing a comprehensive financial plan.

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