INTEGRATED FINANCIAL PLANNING
Our client experience is built upon integration and innovation. Our financial planners communicate directly with your tax preparer, and your tax preparer works hand in hand with your insurance professional, and your insurance professional engages directly with your money managers; to collectively design, implement, and monitor your personal retirement plan.
True financial planning incorporates multiple facets such as tax planning, insurance protection, and estate considerations. At Strategic Tax and Retirement, once we’ve earned your trust, our advisors work beside you to create and implement a comprehensive plan to provide you the lifestyle you deserve.
Our clients can enjoy a distinct difference from our competitors by offering direct access to our team of portfolio managers, available to answer questions and provide guidance. Held to the same fiduciary standard as our financial planners, you can expect transparent, independent, and objective solutions designed with your
Our team of tax professionals has a combined 75+ years of tax experience from which to provide you and your business with the highest level of service in the areas of tax preparation and
Responsible for supporting our planners, our team of insurance experts at Strategic Risk Management, the insurance division of Strategic Tax & Retirement, are readily available to develop and implement insurance solutions to compliment most financial plans.
NAVIGATED BY 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
Welcome to Strategic Tax & Retirement! We’re honored you’re considering joining our family.
Strategic Tax & Retirement is an all-inclusive financial planning firm dedicated to helping you with all of your tax and retirement needs.
Strategic Tax and Retirement was founded by Rochester, Minnesota native, Greg Nelson, a Certified Financial Planner™ Practitioner.
Greg developed a proprietary planning software tool used to manage your financial portfolio. Like GPS, our proprietary Retirement Positioning System (RPS) creates a road map for your retirement and projects your taxes and earnings through your entire lifetime.
For any inquiries, questions or commendations, please call: 507.288.3636 or fill out the following form
2434 Superior Drive NW, Ste. 101
Rochester, MN 55901