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What We Offer

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.

  1. Fee Based Financial Planning – consulting for a business or family
    • Hourly per Project Basis
    • Monthly Subscription
    • Annually Subscription
  2. Assets Management Fee
    • Automatic Payment through portfolio
  3. Commission for insurance needs
  4. Alternative investments – private real estate, commodities, etc.

    Each plan is customized to the individual investor. Reach out to me to see what a customized plan can look like for you.

    RETIREMENT PLANNING 

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

    Dealing with Lump Sum Distributions 

    Projecting Early or Late Retirement 

    Income Generating Strategies 

    Minimizing Tax Liabilities ESTATE PLANNING 

    Protecting Privacy 

    Preserving Family Wealth 

    Charitable Giving 

    INVESTMENT PLANNING 

    Bonds

    Common Stock

    Educational IRA

    Traditional IRA

    Roth IRA

    SEP IRA

    Simple IRA

    Brokerage Accounts

    Treasury Bills

    Government Securities

    Treasury Notes

    Variable Annuity

    INVESTMENT PRODUCTS 

    Money Markets 

    Treasury Bills, Notes and Bonds 

    Stocks 

    Bonds (Taxable and Tax Free) 

    Mutual Funds 

    REITS (Real Estate Investment Trusts) 

    Limited Partnerships 

    Annuities (Fixed and Variable) 

    IRAs, SEPs 

    TSAs 

    529 Plans 

    INSURANCE PRODUCTS 

    Individual and Group Life (term, fixed/variable, universal) 

    Disability 

    Group Health 

    Long Term Care 

    Non-Qualified Deferred Comp 

    Key Person Insurance 

    BUSINESS PRODUCTS AND SERVICES

    Qualified Plans: 403(b), 401(k), Profit Sharing 

    Pension Planning 

    Deferred Compensation Strategies 

    Seminars

    RISK MANAGEMENT PLANNING

    Helping Clients with Game Plan for:
      1. Disability or Illness 
      2. Premature Death 

    Reviewing Current Insurance 

    Reach out to explore a customized financial plan.

    Contact Us