© 2020 Strategic Risk Management 

 

Securities offered by Peak Brokerage, Member FINRA/SIPC. Advisory services offered by Star Capital Inc., a Registered Investment Advisor. Strategic Tax and Retirement and Star Capital are not affiliated with Peak Brokerage Services. Securities can only be offered in the following states: Arizona, Iowa, Minnesota, Nebraska, North Carolina, and Wisconsin. The information being provided is strictly as a courtesy.This page contains links to third-party company websites.

 

By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should be viewed as an endorsement, sponsorship, solicitation, or other affiliation with respect to any third parties. The information contained on this website does not constitute an offer or solicitation for the sale of any insurance product, security, or service in any jurisdiction where we are not licensed to conduct business or where the insurance product is not available for sale. STRATEGIC INSURANCE, STAR CAPITAL, AND STRATEGIC TAX & RETIREMENT DOES NOT PROVIDE LEGAL ADVICE. PLEASE CONSULT YOUR ATTORNEY OR TAX PREPARER FOR ANY QUESTIONS.

OUR STORY

Strategic Risk Management was created by Rochester native Greg Nelson, a Certified Financial Planner™. Developed as a complement to his planning practice located in northwest Rochester, Greg and his team take great pride in developing comprehensive financial plans, not just selling a product and moving on. Strategic Tax & Retirement, the parent company and home to the Retirement Positioning System brings tax preparation, investment solutions, (via sister company), and insurance solutions to provide the complete guide to your financial future.

I speak from personal experience when I say a proper Risk Management strategy is one of the most important financial planning tools you’ll ever employ. Not only did I lose my father at a young age, my business partner passed away at age 41. I cannot stress enough the importance of protecting those that depend on you. Every day we help our clients accomplish their dreams and goals while insulating them from life's uncertainties with a comprehensive Risk Management plan.

Greg Nelson, Founder