© 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.

Strategic Insurance 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 now, insurance solutions to provide the complete guide to your financial future.

A message from Greg Nelson, CFP® creator of Strategic Insurance. 

I speak from personal experience when I say that life insurance is probably one of the most important financial 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 how important protecting those that depend on you in the event of your death. Consider the following if a loved one passed unexpectedly…


  • How will I pay the bills?

  • Can I still retire?

  • Who will run my business?


  • Can I maintain my lifestyle?

  • What becomes of my assets?

  • Do I have to sell my house?


  • Will my income continue?

  • Who will care for my children?

  • Could I outlive my resources?