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

© 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, Strategic Risk Management 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.