Michael Tarascio (CFP®)

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

Business Owners

Entrepreneurs

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Tax Planning

Planning Specialties

We get business owners and families to and through retirement. If you have a 401(K) or IRA, the IRS is patiently waiting to take up to half of the account value. Part of my job is to make sure this doesn't happen. Are you saving diligently with an investment account? Great! The other part of my job is to make sure you're NOT OVERPAYING for the investments you own. This can rob you and your family of thousands of dollars!

Additional Information

Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC. He is passionate about using Comprehensive Financial Planning to help professionals and business owners save more of their money, pay less tax, retain their employees, and use their business for creative estate planning strategies.

After more than a decade in corporate America working with families and business owners, Michael decided to shun the awards and promotions in order to pursue a more meaningful calling – working directly with families and entrepreneurs in an impactful and unhindered way. A CFP® Professional, Michael received his B.A. from the University of Oregon and M.A. from Boston College and when he’s not working you can find him playing soccer with his kids, mountain biking and traveling.

Tarascio Financial Planning is deeply influenced by Angela Duckworth’s Grit and those themes permeate the culture of the firm. “We’re here to serve our clients. There’s WAY too much hidden cost, conflicts of interest, and salesmanship involved in personal financial advice. Our mission is help clients avoid bad business models by providing Fee-Only, holistic Financial Planning. Let us reduce your fees, simplify your plan, and crush those nagging, ‘am-I-doing-this-right?’ inner voices!”