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Schedule Your Financial CheckupOur 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.
Insights from Aventurine Wealth
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
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Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
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