Strategic Tax and Retirement was founded by Rochester, Minnesota native, Greg Nelson. His vision was to provide clients with comprehensive financial planning and retirement income planning that is unmatched anywhere. This unwavering drive to help clients reach their financial goals led Greg to create his own financial planning software called Retirement Positioning System (RPS) and to assemble a t
eam of professionals each with their own complementary area of specialty. The team approach to comprehensive financial planning also extends to strategic relationships with CPA's and attorneys for tax and legal advice. Securities offered through Peak Brokerage Services, LLC, Member FINRA/SIPC
This material and/or opinions voiced herein are for general information only and are not intended to provide specific advice or recommendations for any individual or entity. To determine what is appropriate for you, please contact me directly or consult another qualified professional. To'Like','Share' or 'Follow' this entity's/individual's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Peak Brokerage Services, LLC and have not been reviewed by Peak Brokerage Services, LLC as to its accuracy or completeness.
