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

Saving on Fitness Center Membership Costs

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

View all articles arrow

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

View all presentations arrow

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

View all videos arrow