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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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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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