© 2019 Strategic Tax & Retirement. 

 

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.

YOUR RESOURCE FOR LIFE

LIFE INSURANCE IS FINANCIAL PLANNING

Quick, who is your local life insurance expert? Did it take you a minute? What name came to you first? For many people, their auto or home insurance agent comes to mind. If that was your first response, welcome to Strategic Insurance, your comprehensive insurance planning solution. 

We consider life insurance a critical component of your overall financial planning process. Instead of simply offering an insurance product to fill a need, your partners at Strategic Insurance will strive to provide a plan with your overall big picture in mind. Whether you’ve just begun a family, started a business, or wish to leave a legacy; the experts at Strategic Insurance will guide you along the way. 
 

ARE YOU A SMART SHOPPER?

We are your strategic insurance provider, partnered with over 30 insurance companies providing the specific insurance tools to complement your overall financial plan. Consider the following when possibly purchasing insurance or your current relationship with your insurance professional:
 
  1. How often would make a major, potential life-altering decision over the phone or online with a complete stranger?
  2. What qualifications does the person recommending your current insurance have? What qualifies her/him as a “financial planner”?
  3. Whom does your current insurance provider represent? Do they work for you or the insurance company?

YOU COME FIRST

An industry saying goes as follows: “Insurance is never bought, it is sold”, meaning that a salespersons sole objective is to sell an insurance policy. Adding to this point, many “financial advisors” solicit insurance without digging deeper to truly understand your needs. You as the customer deserve better than this scenario. When hiring an advisor, asking if they are a “fiduciary” (objective advice that puts you first) should be the first thing you question. At Strategic Insurance, the term fiduciary is not taken lightly; your needs will come first.

 

CONTACT

Inquiries

For any inquiries, questions or commendations, please call: 507.288.3636 or fill out the following form

Main Office

2434 Superior Drive NW, Ste. 101 

Rochester, MN 55901

 

info@strategictr.com

Tel: 507.288.3636