Authentic Counsel, LLC
Financial Wisdom from a Trustworthy Advocate
At Authentic Counsel, LLC our purpose is to serve as a financial steward to families through long term relationships. We are a registered investment adviser in the state of Texas and Colorado. With a focus on communication, listening and education, we walk alongside families as a "financial coach" to assist them in aligning their financial resources with their personal values so they may attain their calling, purpose and mission in life. We believe that investors desire a trustworthy advocate who can be authentic, available and provide professional guidance and counsel for the specific and personal needs they have. We work with a team of experts to provide the highest quality of financial planning tools, market research and technology to those we serve.
If you are seeking a financial advisor relationship based on personalized communication, listening and wise stewardship, you are at the right place. Our team looks forward to serving you.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn when it may not make sense to file a claim on your home insurance.
Important items to consider when purchasing condo insurance.
To choose a plan, it’s important to ask yourself four key questions.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How will you weather the ups and downs of the business cycle?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When should you take your Social Security benefit?
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.