Business Details
Your Trusted Partner for Financial Planning Solutions
At August Financial Consulting, we are dedicated to providing personalized financial guidance rooted in trust, care, and respect. With over 25 years of experience, our team specializes in crafting tailored financial plans that align with your unique goals, whether you're nearing retirement or building long-term wealth. We prioritize transparency in our flexible fee structure and ensure every decision is made with your best interests in mind. Our expertise spans financial planning, retirement strategies, wealth management, and portfolio optimization, supported by a commitment to ongoing education and industry excellence.By combining technical proficiency with a deep understanding of life's complexities, we empower clients to navigate their financial futures with confidence. Our family-driven values shape our approach, emphasizing accountability, collaboration with trusted professionals, and a focus on what truly matters to you. Through regular reviews and adaptive strategies, we ensure your financial plan evolves alongside your life, helping you achieve lasting security and peace of mind.
Services
Financial Planning
Retirement Planning
Wealth Management
Portfolio Management
Estate Planning
Highlights and features
- We offer 25+ years of experience in personalized financial planning.
- Our transparent fee structure ensures no hidden costs.
- We provide comprehensive services including retirement and wealth management.
- Family-driven values guide our client relationships and decision-making.
- We collaborate with accountants and attorneys for holistic financial solutions.
Services
Financial Planning
We develop customized financial roadmaps addressing tax planning, college funding, and life redirection challenges. Our approach combines risk analysis with investment strategy development to align with your long-term goals. Clients receive ongoing support through quarterly reviews to ensure plan relevance as life evolves.
Retirement Planning
Our retirement planning focuses on income source analysis, healthcare cost projections, and withdrawal strategies. We help clients transition from career to retirement with confidence through personalized plans that address pension optimization and social security timing.
Wealth Management
We provide comprehensive wealth management covering estate planning, business succession, and tax-efficient investing. Our services include intergenerational planning and collaboration with legal and accounting professionals to ensure holistic financial solutions for complex portfolios.
Portfolio Management
Our portfolio management offers automated rebalancing, index-based models, and access to external money managers. We focus on risk mitigation through diversified investments including stocks, bonds, ETFs, and REITs tailored to individual risk tolerance levels.
Estate Planning
We specialize in multigenerational estate planning and business succession strategies. Our approach includes charitable planning, special needs provisions, and coordination with legal advisors to ensure your assets are protected and distributed according to your wishes.
People
Alan Stricker
Owner & President
With over 25 years of experience, Alan Stricker leads August Financial Consulting as a licensed investment advisor. He holds an MBA from the University of Minnesota and has served as President of the Lake Minnetonka Excelsior Rotary Club.
Questions
What financial services do you specialize in?
We specialize in financial planning, retirement strategies, wealth management, portfolio management, and estate planning tailored to individual client needs.
How do you approach retirement planning?
We analyze income sources, expenses, and goals to create personalized retirement plans, including healthcare costs and withdrawal strategies.
What investment options do you offer?
We manage portfolios with stocks, bonds, ETFs, mutual funds, and REITs, using automated rebalancing and external money managers.
Are your fees transparent?
Yes, we provide clear explanations of all fees upfront with flexible payment options to suit client preferences.
Do you work with clients outside the Twin Cities?
Our primary focus is serving individuals and families in the Twin Cities metropolitan area.
