Premium Financial Planning

Aventine Premium Client provides individuals with the opportunity to access our designed services without the required investment minimum. Hiring a personal financial coach and CERTIFIED FINANCIAL PLANNER™ will help you achieve your financial goals.

We are committed to full transparency with no hidden agenda. We work proactively to help clients prepare for life’s financial challenges. Our team of finance professionals will customize a plan to meet your unique goals and objectives.

No Minimum Required

Premium Financial Planning:

  • Investment Planning
  • Cash Flow and Debt Management
  • Retirement Projection
  • Healthcare Expense Planning
  • Insurance and Annuity Review
  • Education Planning
  • Employee Benefits
  • Tax & Estate Planning
  • Quarterly Market Report

Have a single financial goal or focus in mind. We offer Project Based, hourly rate packages.

$350 / Per Hour