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Michael Tarascio (CFP®)

Michael Tarascio focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Our Focus Includes:

  • Highly customized retirement plans designed to maximize tax savings and business owner deferrals
  • Strategic use of solo 401(k)s, SEP IRAs, and profit sharing plans to shelter income and build wealth
  • Tax planning strategies like Roth conversions, S-Corp optimization, and gifting strategies
  • Integrated investment management with low-cost portfolios and built-in tax efficiency
  • Retirement income planning that helps reduce taxes on 401(k)s, IRAs, and brokerage accounts
  • Business exit and transition strategies to help you convert equity into long-term financial security
  • A clear plan to avoid high-cost products, hidden fees, and common financial traps<=

    If you're a high-income Entrepreneur, Member of the Military, Federal Workforce or a Veteran looking for a smarter, simpler way to manage your money — we’re here to help you own your success with confidence.

    Ready to turn income into long-term freedom? Let us help!

    • Additional Information

    Tarascio Financial Planning (TFP) is a fee-only, Fiduciary Planning firm built for successful professionals, entrepreneurs, and government employees/military families who want exceptional financial planning that drives real results — not product pitches.

    Led by Michael Tarascio, CFP®, TFP helps clients reduce taxes, simplify their financial lives, and align money with what matters most. We provide true comprehensive financial planning, investment management, and expert retirement and income tax planning — all delivered with grit, clarity, and a deep respect for your time and goals.

    NAPFA Start Date

    June 12, 2021

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    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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    Visit Website Download vCard
    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

    4540 E Baseline Road Ste 106 Mesa, AZ 85206 Phone: +1 (503) 995-3120
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    Other Offices

    4949 S. Macadam Ave. Portland, OR 97239 Phone: (503) 567-5781
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