In partnership with nationally recognized legal firms SNI analyzes and structures businesses for better cash flow and long range planning...

SNI offers complete Estate Planning services taking into consideration all financial and personal needs while optimizing wealth transfer...

SNI offers a variety of wealth accumulation strategies from Private Equity to traditional portfolio management...

Our Philosophy

Our company exists to serve our clients by providing clarity, direction, confidence and new capabilities – all while assisting in their movement from “Success to Significance.”

  • Company Portrait

    Company Portrait

    With over 50 years of financial planning and advising, Strategic Navigators brings expertise to each individual client to develop a personal solution for financial needs...

  • Services Overview

    Services Overview

    - Family Office Services
    - Business Efficiency
    - Legacy Strategies
    - Wealth Accumulation
    - Maximize Social Security

  • Client Experience

    Client Experience

    Our client base spans the globe and includes such industries as; Oil & Gas, Finance, Private Equity Groups, Physicians, Lawyers, Farmers, Executives, etc...