AUGUST INSURANCE AGENCY Ltd.
Providing Estate, Tax and Financial Planning Solutions Since 1983
AUGUST INSURANCE AGENCY LTD. SERVICES
Discover Our Expertise
STRATEGIC PLANNING SESSION
With 38 years of experience, we have the capabilities and expertise to take your business to the next level. At August Insurance Agency, we combine our insights and skills to transform your tax and estate planning strategies. We're proud to help shape and improve how our clients structure and manage their business affairs.
ABOUT US
August Insurance Agency has been providing estate and financial planning services for almost 40 years. We work closely with your team of legal and accounting advisors and consider tax, intergenerational transfers of wealth as the most important aspect of a plan that we provide for you.
The solutions that we provide are result of close consultations with the clients and in consultation with all other advisors.
Our specialty is working with business and professional clients
EXTERNAL RESOURCES
Our Services
- Pension, Retirement, and Tax Deferred Savings Programs
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- RCA and Related Key-Man Compensation Programs
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- Group Health, Life, and related Insurance Programs
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- Intergenerational Wealth Transfer Strategies, Using Various Life Insurance Programs