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.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
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