THE RELEASE OF RPS IS FAST APPROACHING! CLICK HERE AND SEE HOW WE CHART YOUR COURSE!
 
 
 

 
Imagine the time you would save if your financial planner communicated directly with your tax preparer, and your tax preparer worked hand in hand with your insurance professional, and your insurance professional engaged directly with your money managers; to collectively design, implement, and monitor your personal retirement plan?
 
Welcome to Strategic Tax & Retirement

We are a comprehensive financial services company built on the foundation of Integration and Innovation. We have a team of professionals specializing in the following services:

  • Tax Preparation & Tax Planning -Tax returns, Filing
  • Professional Money Management - Investments, IRA's, 401(k)
  • Insurance Planning -Life Insurance, Long-Term Care, Fixed Annuities
 
Although these services can function independently, we specialize in harmonizing them into what we refer to as “3-dimensional” financial planning. Our skilled financial planners work in sync with the entire group of professionals to design for you a tailor made financial plan utilizing our own proprietary software called the Retirement Positioning System (RPS).

Our innovative software system allows our team to consider each facet of your financial situation, and provides us with a powerful tool to effectively communicate with each other to strive towards:

  • Maximizing your retirement income
  • Minimizing your tax liabilities
  • Maximizing your protection from life’s hazards
  • Efficiently monitor your investments and make timely adjustments to your portfolio

AT STRATEGIC TAX & RETIREMENT
“WE BRING IT ALL TOGETHER”
 
 
 

PLANNING WITH YOUR BEST INTEREST FIRST.

 
Your goal is to preserve and grow the assets you have worked hard to accumulate, and you seek solid advice from independent financial advisors who place your interests first.
Strategic Tax and Retirement was founded to help clients achieve their financial goals through solid financial planning practices, independent advice and excellent service.
 
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When you join the Strategic Tax and Retirement family, you gain a trusted partner with a combined 30 years of experience who will:
  • Take the time to learn who you are and understand your life goals
  • Offer you solutions based on your individual needs
  • Serve you as financial realists – we will always be honest with you
  • Act in your best interest at all times
For business owners needing help organizing expenses, download this tool.
 
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For help with your financial management, or for more information on Strategic Tax and Retirement, please contact us today at 507-288-3636, or send us a message.