Business Details
Your Trusted Financial Advisers in Excelsior, MN
August Financial Consulting is a full-service financial management and planning firm dedicated to providing clarity and support for clients navigating retirement planning, wealth management, and portfolio strategies. With over 25 years of experience, our team prioritizes personalized financial roadmaps tailored to individual goals, emphasizing transparency, trust, and long-term client relationships. We collaborate closely with accountants, attorneys, and other professionals to ensure comprehensive solutions for complex financial needs.Our flexible fee structure and commitment to ongoing education in industry trends position us as a reliable partner for individuals and families seeking confident financial futures. Headquartered in Excelsior, Minnesota, we serve clients throughout the Twin Cities region with expertise in tax planning, estate management, and risk analysis.
Services
Financial Planning
Retirement Planning
Wealth Management
Portfolio Management
Estate Planning
Highlights and features
- We offer 25+ years of experience in personalized financial planning and retirement strategies.
- Our transparent fee structure ensures no hidden costs for clients.
- We collaborate with attorneys and accountants to provide holistic financial solutions.
- Flexible service options adapt to diverse client needs and life stages.
- Proven expertise in managing complex portfolios and multigenerational estate planning.
Associations and certifications
- FINRA
- SIPC
Services
Financial Planning
Our financial planning services create customized roadmaps for clients at any life stage. We analyze income, expenses, investment portfolios, and long-term goals to develop actionable plans addressing tax optimization, college funding, and life redirection challenges. With a focus on transparency and adaptability, we ensure clients understand risk-reward trade-offs while building sustainable financial futures through quarterly reviews and market-responsive adjustments.
Retirement Planning
Retirement planning focuses on aligning financial resources with post-career aspirations. We evaluate pension benefits, social security, healthcare costs, and withdrawal strategies to construct income plans that support desired lifestyles. Our process includes scenario modeling for market volatility and expense fluctuations, ensuring clients maintain financial confidence while navigating retirement transitions with personalized accountability frameworks.
Wealth Management
Wealth management services address complex financial needs through multigenerational estate planning, business succession strategies, and tax-efficient investing. We coordinate with legal and accounting professionals to optimize asset transfers, charitable giving, and special needs provisions. Our approach emphasizes risk mitigation and intergenerational wealth preservation while maintaining liquidity for current lifestyle requirements and long-term growth objectives.
Portfolio Management
Portfolio management combines automated rebalancing with active market monitoring to optimize investment performance. We construct diversified portfolios using stocks, bonds, ETFs, and mutual funds tailored to individual risk tolerance and financial goals. Quarterly adjustments maintain strategic allocations, while client collaboration ensures investment choices align with evolving personal circumstances and market conditions for consistent wealth growth.
Estate Planning
Estate planning services ensure seamless asset distribution across generations. We develop customized plans incorporating wills, trusts, and advanced directives while coordinating with legal counsel. Our approach balances tax efficiency with family needs, addressing business succession, charitable contributions, and special needs provisions to protect wealth and fulfill client legacy intentions through comprehensive documentation and regular updates.
People
Alan Stricker
Owner & President
Alan Stricker, with 25+ years in financial services, leads August Financial Consulting. A University of Minnesota graduate and former Lake Minnetonka Excelsior Rotary Club President, he specializes in retirement strategies and portfolio management. Alan prioritizes client relationships, combining industry expertise with family values to deliver transparent financial solutions.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, tax optimization, estate planning, portfolio management, and college funding solutions tailored to individual client needs.
How do you approach retirement planning?
Our retirement planning process evaluates income sources, healthcare costs, and lifestyle goals to create sustainable withdrawal strategies and income plans aligned with client aspirations.
What investment options are available?
We offer diversified portfolios with stocks, bonds, ETFs, mutual funds, and REITs, managed through automated rebalancing or customized money manager selections based on client preferences.
Are your fees transparent?
Yes, we provide clear explanations of all fees upfront with flexible payment options, ensuring no hidden costs in our financial planning or management services.
Do you work with clients outside the Twin Cities?
While based in Excelsior, MN, we primarily serve Twin Cities residents but offer virtual consultations for clients with existing financial relationships requiring specialized expertise.
How often are financial plans reviewed?
We recommend quarterly or bi-annual reviews to ensure financial plans remain aligned with evolving goals, market conditions, and personal circumstances through proactive adjustments.
