Strategic Visionaries is a leading financial planning firm that specializes in socially responsible investment strategies. We believe in contributing to our communities, regions and world by making a positive impact through education, wellness, advocacy, employment, and other sustainable means.
Reach out to see how we can assist you in creating a sustainable investment portfolio and plan.
A question we frequently receive is how much does it cost? We offer a simple breakdown of your financal investment. We are paid in four different ways.
Each plan is customized to the individual investor. Reach out to me to see what a customized plan can look like for you.
Money Purchasing Plans
Profit Sharing Plans
Dealing with Lump Sum Distributions
Projecting Early or Late Retirement
Income Generating Strategies
Minimizing Tax Liabilities ESTATE PLANNING
Preserving Family Wealth
Treasury Bills, Notes and Bonds
Bonds (Taxable and Tax Free)
REITS (Real Estate Investment Trusts)
Annuities (Fixed and Variable)
Individual and Group Life (term, fixed/variable, universal)
Long Term Care
Non-Qualified Deferred Comp
Key Person Insurance
Qualified Plans: 403(b), 401(k), Profit Sharing
Deferred Compensation Strategies
Helping Clients with Game Plan for: 1. Disability or Illness 2. Premature Death
Reviewing Current Insurance