Strategic Navigators Inc.

For solopreneurs, success depends on creating a practical structure that separates essential obligations from growth opportunities.

Check out Josh Sherrard's latest submission as a member of the Forbes Finance Council on how finance solopreneurs can take explore flexible tax advantage options here:

A Practical Approach To Wealth Planning For Solopreneurs Don’t be afraid to consult with a financial advisor. Good lawyers don’t represent themselves. Good doctors don’t self-diagnose without a second opinion.

Merry Christmas and Happy New Year from your Strategic Navigators team. We hope you have a peaceful holiday season.

Happy Thanksgiving from your SNI Family. We will be closed from Wednesday, 11/26 through Friday, 11/28 to enjoy the holiday with our families.

Our CEO, Josh Sherrard, will be taking the stage at the Illinois Construction Summit 2025 to present “The Hidden Profit: Proven Strategies to Boost Cash Flow and Business Efficiency.”

Josh will share practical insights to help construction leaders uncover hidden opportunities, strengthen their operations, and drive long-term financial success.

We’re proud to see Josh representing SNI and contributing to such an important conversation about the future of the construction industry.

📅 Illinois Construction Summit 2025

Sudden wealth isn’t always simple.

Our CEO, Josh Sherrard, shares his expert perspective in his latest Forbes Council article, “Instant Millionaire: The Tax Realities Behind Sudden Wealth.”

He breaks down what really happens when a windfall arrives — and how to plan wisely for long-term success.

👉 Read the full article on Forbes:

Instant Millionaire: The Tax Realities Behind Sudden Wealth Sudden wealth is about more than luck—it’s about the smart decisions you make after the check clears.

President and CEO of Strategic Navigators, Joshua Sherrard, was featured in a Forbes article discussing strategies for building tax-free retirement. Read the article here to get more insight:
https://www.forbes.com/sites/forbesfinancecouncil/2024/07/09/15-strategies-for-building-tax-free-retirement-income/

Council Post: 15 Strategies For Building Tax-Free Retirement Income A great strategy for tax-free income is the use of IRS code 7702. You can borrow a zero net loan from a life insurance policy on an annual basis.

The Strategic Navigators office will be closed from Wednesday, July 3rd through Friday, July 5th in observance of Independence Day. We hope you all have a safe and happy Fourth!

Another huge accomplishment and honor for our President and CEO, Joshua Sherrard to be recognized the World's Most Inspiring CEO's to Watch in 2023. To learn more about how Josh guides families to entrepreneurial success, click the article link below!

Meet Josh Sherrard, President and CEO of Strategic Navigators Inc., as he graces the cover of the renowned 𝙒𝙤𝙧𝙡𝙙’𝙨 𝙇𝙚𝙖𝙙𝙚𝙧𝙨 𝙈𝙖𝙜𝙖𝙯𝙞𝙣𝙚, recognized as the 𝐖𝐨𝐫𝐥𝐝’𝐬 𝐌𝐨𝐬𝐭 𝐈𝐧𝐬𝐩𝐢𝐫𝐢𝐧𝐠 𝐂𝐄𝐎𝐬 𝐭𝐨 𝐖𝐚𝐭𝐜𝐡 𝐢𝐧 𝟐𝟎𝟐𝟑

Stay tuned for highlights of this inspiring conversation between World’s Leaders and Josh Sherrard👇
https://cutt.ly/bwdnGNwv

🌐Digital Magazine Edition 👉 https://cutt.ly/IwdnHMa0
🌐Web Magazine Edition 👉 https://cutt.ly/AwdnHL56

#2023