Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
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.
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Our main purpose in providing families with financial planning and investment services is to develop long term relationships where we can listen, guide and counsel them along the way. Whether you have questions about retirement, changing jobs, saving for kids' college, insurance, paying off debt or setting up a sound investment strategy for your assets, you need a clear and achievable plan.
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! Below you will find additional information about our firm, Authentic Counsel, LLC. As it pertains to professional money managers we utilize in client portfolios, please feel free to contact us if you would like to receive ADV Brochures for those managers.
When Special Care Is Needed: The Special Needs Trust
A Cheat Sheet for Sending Your Kid to College
Test Your Estate Strategy Knowledge