Michael Tarascio, CFP® Tarascio Financial Planning, LLC

Contact this advisor

About Michael Tarascio, CFP®

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!”

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Business Owners
  • Entrepreneurs
  • Investment Planning & Management

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $750+/qtr
  • Flat Fee: $3000+/engagement
  • Assets Under Management: 1.00%

Pricing varies by services offered. Please contact the advisor directly for a full explanation of fee option

SEC Records

Loading...