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.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

7135 East Camelback Rd. Suite 230 Scottsdale, AZ 85251 Phone: (503) 567-5781

Primary Office

4949 South Macadam Avenue 92A Portland, OR 97239 Phone: +1 (503) 995-3120

Other Offices

7135 East Camelback Rd. Suite 230 Scottsdale, AZ 85251 Phone: (503) 567-5781