As the son of a judge and a public school teacher, Counce grew up with a value system that stressed integrity and ethics. He has a heart of an educator instilled within him and brings these values to his role as your financial advisor.
During the first phase of his career, Counce sat behind a big trading desk at some very prestigious firms in Nashville and Birmingham. But he soon realized being Vice President of fixed income institutional sales wasn’t a good fit. It wasn’t what he wanted to do. He wanted to work one-on-one with people. He wanted to talk to people, get to know them, roll up his sleeves, and take care of things that really matter for individuals and families. So, he embarked on the next phase of his career and joined RFG as an independent financial advisor.
And today, he’s helping people. Today, Counce creates holistic financial plans to help his clients achieve their financial goals. Basically, he helps make bright financial futures possible—and he enjoys every minute of it.
He’s a graduate of the University of Alabama and holds all the licenses and credentials—like Series 7, 63, 65, 24 —he needs to do his job. And do it well.
Outside of work, Counce tries to spend as much time as possible with his wife and two young daughters, while also slipping in some hunting and golfing when he can. He also serves as President of the Birmingham Sunrise Rotary Club.See What Services I Offer
A comfortable and secure retirement is the goal of most people in their savings and investment programs. With that in mind, we believe that a successful outcome starts with the foundation of a plan. We can build custom models of your current and future investments so that we can analyze and recommend the path that may likely maximize the likelihood of success. This will create retirement security and peace of mind and allow you to live the best life possible with the money you have. Our process is particularly appealing to individuals and couples age 50+ who seek to reduce pre- and post-retirement risk.
Business owners and small professional practices (dentists, doctors, and lawyers) can create large tax savings while accelerating their personal retirement assets. A 401(k) is the first step in creating a retirement program for you and your employees, but the addition of a cash balance plan can enhance your personal benefits greatly while increasing employees' retirement balances. We can show you the hard-dollar benefits based on your age, income level, number of employees, and total payroll amount.
We use a computer to screen reams of financial data on thousands of companies to select the stocks that go into our portfolios. Why? Because numerous studies as far back at 1954 have shown that simple actuarial models outperform humans in a variety of professions including stock selection, academic success, military training, disease diagnosis, and even drafting successful baseball players. Using computers, rather than an intuitive method, we can test combinations of factors over long periods, thus showing what to expect in the future from any given investment strategy. We also manage asset allocation portfolios using low cost ETFs for individuals preferring that method of investing.
We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.
Knowledge truly is power. I consider the teaching aspect of my job the most important – whether that’s in a private client meeting or a larger educational event. My larger events have included discussions on current market observations, investing in your values, and general wealth concepts. I’m especially passionate about educating women about money – without all the jargon so that they can focus on living Financially Fearless. See the latest initiatives here.
Many people are confused about how their life insurance policy works and are unsure how to find out more, knowing it can be difficult to get objective advice from agents that work on commission. Many policies have not performed as expected leaving the policy owner unsure how to get more information. We bring clients through a process that reveals how their policy works, so that they know how to best manage it going forward.