About Us

 
 
Expert Doing Financial Planning — Financial Planning Rochester MN in Rochester, MN
 
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”
 
For help with your financial management, or for more information on Strategic Tax and Retirement, please contact us today at 507-536-9176 or 507-288-3636, or send us a message.