Finding Freedom Ready for Retirement? Natural Beauty The Facts About Income Tax
Agent Photo

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. With a focus on communication, listening and education, we walk alongside families 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.

 If you are seeking a financial advisor relationship based on  personalized communication, listening and wise stewardship, you are at the right place. We look forward to serving you.



Additional Resources:


ADV Brochure


Privacy Policy



If you need Adobe reader, click here to download for free:

Get Adobe Reader



Helpful Content

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

View all articles arrow

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Rightsizing for Retirement

What does your home really cost?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

View all videos arrow