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.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
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