Strategic Tax and Retirement was founded by Rochester, Minnesota native, Greg Nelson. "At Strategic Tax & Retirement we provide clients with comprehensive financial planning and retirement income planning that is unmatched anywhere."
We believe that financial planning is your road map to reach your financial goals. Achieving your long-term financial goals hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where our team at Strategic Tax and Retirement comes in. We are experienced, licensed, and credentialed professionals who treat each and every client and their individual situation with the highest level of care.
Whether your concern is paying too much in taxes, not having enough money to last throughout your retirement, or a multiple of other planning objectives, we are here to help you.
Our team of professionals each have their own complementary area of specialty. This team approach also extends to strategic relationships with CPAs and attorneys for tax and legal advice.
Please contact us today to set up a free consultation with a member of our highly skilled team.