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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 energy, education, wellness, advocacy, employment and sustainability.

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 financial investment. We are paid in four different ways.

  1. Fee-Based Financial Planning
    • Hourly per Project Basis
    • Monthly Subscription
    • Year-by-Year Agreement
  2. Asset Management Fee
    • Automatic Payment through Portfolio
  3. Insurance Products
    • Life Insurance
    • Disability Insurance
    • Long-Term Care Insurance
    • Annuities
  4. Alternative Investments  i.e. Real Estate, Private Equity, Credit, etc.

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

    RETIREMENT PLANNING 

    Retirement 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  

    Protecting Privacy 

    Preserving Family Wealth 

    Charitable Giving 

    INVESTMENT PLANNING 

    Bonds

    Equities

    Alternatives

    Index Funds

    Education Savings

    Employer Provided Plans

    IRA Plans

    Brokerage Accounts

    Annuities

    Mutual Funds

    INVESTMENT PRODUCTS 

    Money Markets 

    Treasury Bills, Notes and Bonds 

    Exchange Traded Funds (ETFs)

    Stocks 

    Bonds (Taxable and Tax Free) 

    Mutual Funds 

    REITs (Real Estate Investment Trusts) 

    Limited Partnerships 

    Annuities (Fixed and Variable) 

    Tax-Sheltered Annuities 

    529 Plans 

    Coverdells

    INSURANCE PRODUCTS 

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

    Disability 

    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 

    Estate Planning Strategies

    Tax Avoidance

    Reach out to explore a customized financial plan.

    Contact Us