"Being your trusted partner and centurion to surround and protect wealth management plans, dreams, & goals; insulating their integrity through all life events."
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.