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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Understanding how a stock works is key to understanding your investments.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.