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.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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