Financial Planning
Connect retirement asset building and retirement income decisions to your goals and circumstances.
Explore Financial PlanningOur Process
Three disciplines.
One conversation about you.
Our philosophy is simple: the people working on your financial picture should work together.
About Strategic Tax & Retirement
Planning with a shared perspective.
Founded by Rochester, Minnesota native Greg Nelson, Strategic Tax & Retirement brings financial planning, insurance, and tax expertise together.
Our approach starts with the connections between those disciplines. A retirement distribution can have a tax impact. A protection decision can affect a financial plan. We believe those conversations belong together.
Our proprietary Retirement Positioning System (RPS) supports much of this planning, helping our financial planners consider retirement assets, income, and taxes as part of the same picture.
How the pieces work together
A coordinated approach to your next chapter.
Insurance
Consider protection alongside the broader financial plan, working with My Life Guys.
Explore Insurance ProtectionTax
Bring individual tax preparation and longer-range retirement tax planning into the conversation.
Explore Tax & AccountingFrom goals to ongoing planning
A process you can follow.
Identify your needs, bring information together, develop a plan, discuss it, put it into action, and revisit it as circumstances change. Our financial planning process provides a structure for those conversations.
See the Planning ProcessA conversation is a good place to start.
Tell us what you’re working toward. We can talk about how the pieces of your plan fit together.