A clear understanding of what wealth looks like to you may help you build a financial strategy.
Financial freedom is what we aspire to help our clients achieve. This freedom allows you to do the things that are most meaningful to you. Strategic Navigators financial advisors help guide you to what is most meaningful to you, help you grow your assets and impact, and lead you to a place of gratitude.
Money doesn’t have to be complicated.
Our holistic, client-first approach covers every facet of your financial picture. We uncover risks and tailor every decision to move you closer to financial freedom. Integrity is at the heart of everything we do, so with our transparent, straightforward fee structure, you always know and understand what you’re pay your advisor and how those fees apply to your investments.
Our Guidance, Growth & Gratitude Plan is designed to move you from success to significance.
Who We Serve
At Strategic Navigators, our goal is to help you pursue your goals, whether you’re just getting started, in growth phase, preparing for retirement, or well into your golden years.
Business Owners
Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.
When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.
Retirees
You’ve worked hard in your career and are ready for a new chapter that includes relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty, and sometimes anxiety.
Together, we’ll develop a plan that helps you identify your goals and aid your transition to a create retirement income you can depend on.
Pre-Retirees
You’ve worked hard to save and accumulate assets for retirement. Bravo! However, the transition from accumulation to creating a steady paycheck to living on in the next phase of life can be filled with uncertainty.
Together, we’ll develop a plan that helps you gain clarity around the timing of your retirement and your transition to determine the sources and timing of your retirement income.
Individuals
While you’re in your peak earning years, it’s important to develop positive financial habits that seek to lay a strong foundation for your savings.
Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money effectively.
Employer-Sponsored Retirement Plans
While you’re attracting and retaining great employees, it’s important to be as competitive as possible with the employee benefits you provide. A good retirement saving plan option is often a part of the benefits plan.
We work with employers to provide a plan for employees that is cost-effective, with unique investment opportunities, has a very user-friendly technology suite, and offers great education so employees don’t feel like they’re on their own.
What We Do
We will collaborate with you to build a comprehensive plan in plain English to guide you to growth and gratitude. The accomplishment of your goals and always providing advice that is in your best interest is at the forefront of everything that we do.
Our Family Office Services
Strategic Navigators, Inc:
- Business Tax Planning
- Business Coaching
- Corporate Structures
- Financial Coaching
- Estate Planning
- Succession Planning
Strategic Navigators Accounting:
- Tax Preparation & Strategies
- Cash Flow Planning
- Business Valuation
- Business Transition
- Bookkeeping
- Non-Profit Specialties
Strategic Navigators Asset Management:
- Financial Planning
- Retirement Planning
- Income Planning
- Investment Management
- Risk-Management
- Company-Sponsored Plan Management
Here at Strategic Navigators Asset Management, we manage assets for individuals, families, and businesses, providing best-in-class services to help you maximize your wealth and accomplish your dreams.
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Insights
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
A gap analysis can help you see if you’re still on track to pursue your financial goals.
