Our Process
Our team of professionals has developed The Aventurine Method. This time-tested and high-touch process focuses on individuals, families and business owners. Our goal is to help you put the pieces of your financial puzzle together so you can spend more time focusing on what matters to you.
Our Fees
We get these questions a lot, "How much do you cost?" or "What are your fees?". Click the link below to see our three transparent options and what you can expect when working with us and our process.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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