Tarascio Financial Planning, LLC
We are a boutique team of high energy, passionate, client-first Planners. When you work with our team, you gain more than a road map and a coach…you gain inner peace and outward confidence. Unlike at big banks or online investment firms, we take the time to obsess over details, and get the planning right. We translate jargon and make things simple. Our planning strategies will help you on the journey to and through retirement, and we ensure that your hard-earned dollars aren’t eaten up by fees and expensive investment vehicles that don’t help your bottom line. When you work with us, you'll get a clear, easily understood retirement plan that saves taxes and reduces the chance of outliving your money! We'll help design an investment plan that's rooted in reaching your goals. We'll help you own the right mix of the world's best companies (stocks, equities) and keep a right-sized buffer of cash and bonds to help cushion your income during periods of decline.