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.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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