Management Team

Are Your Annuities Holding You Back? What you need to know about keeping, surrendering, or exchanging your annuity. Annuities can be a controversial subject. In the financial world, it seems you fall into one of two camps; you either love annuities or you despise them! An annuity is a financial tool just like any other.…

This month we celebrate the 4th of July, which commemorates our country’s Independence Day. How much thought have you given to achieving financial independence lately? Financial Independence means that you’ll have enough money to live on without relying on your employer, your family, or the government! Sometimes referred to as FIRE (Financial Independence, Retire Early),…

We are always looking for new ways to improve our services and enhance your client experience. In 2019 we added electronic DocuSign technology to our practice for all client paperwork. In stride with that commitment we have now added a secure document storage and file sharing solution called Aventine SmartVault to our firm’s resources. Why Aventine SmartVault? 1. Accessibility:…

Last week, the largest and most extensive economic relief effort in American history was signed into law: the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act. This $2.2 trillion-dollar stimulus was designed and passed to provide economic relief to Americans financially impacted by the COVID-19 pandemic. This legislation touches all areas of the economy,…

The SECURE Act, an acronym for the “Setting Every Community Up for Retirement Enhancement,” was approved by the House of Representatives in May 2019, but stuck for months in the Senate until supporters pushed for the bill to be included in the must-pass year-end 2019 package. Since its passage, the media and financial world have…

Roth IRAs are an attractive retirement planning tool since they are structured to afford tax-free growth and withdrawals. In addition, they don’t require the account owner to take Required Minimum Distributions (RMDs). The IRS (Internal Revenue Service) places restrictions on the availability of such attractive perks in the form of income limitations. High-income earners whose…

With the rise in “robo” financial services coupled with the large number of individuals claiming to be “financial advisors,” searching for the perfect financial advisor can quickly become overwhelming. How do I know who I can trust? Who will listen to my concerns and help me design a solid plan for my future? While it…

On April 13th, 2018, Aventine was launched and we haven’t looked back since. We have reached some considerable milestones within the firm and have engaged in Fiduciary relationships with over 50 family households across 10 different states! We are proud of the strides we have made and the impact we have had on our clients’…

Most of us will spend our lives paying bills from predictable monthly or bi-weekly paychecks, whether those checks come from an employer, self-pay, or investments. We budget and plan our financial lives around these regular paychecks and direct deposits. Once we retire, we know the paychecks we have been receiving over the past 40+ years…

The New Year represents a new beginning, a fresh start, a chance to take control of our health, wealth, and happiness to live more fulfilled lives. It is the perfect time to analyze where we could all use personal or professional improvement! Year after year, exercise and weight loss tend to top resolution charts, but…