Strategic Tax and Retirement was founded by Rochester, Minnesota
native, Greg Nelson, a Certified Financial Planner (CFP®). His passion is to
provide clients with the comprehensive financial planning essential to accomplishing
multiple financial goals, and to gather a team of professionals to facilitate
the client experience.
In order to best
prepare for a client’s financial journey, Greg was motivated to develop his own
financial planning software called the Retirement
Positioning System (RPS), designed to create a roadmap or “GPS” for
retirement income planning.
Let our team help you plan for the financial road ahead.
We all live
busy lives, finding time to visit multiple professionals to accomplish many
tasks can prove difficult. At Strategic Tax and Retirement, a confluence of tax
preparers, money managers, and estate planners work together in ONE location to
design and implement robust financial plans collectively, to ultimately provide
you an efficient solution for your multiple needs.
Contact Strategic Tax and Retirement
today and allow our team to help you…. “Bring
it all together”