Michael Tarascio, CFP® Tarascio Financial Planning, LLC
- 4949 S. Macadam Ave, Portland, OR 97239
- (503) 995-3120
- http://www.tarasciofp.com/
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.
During the decade he spent in corporate America working with families and business owners, Michael received promotions and awards, but shunned it all to pursue a true calling – working with families and entrepreneurs in an unhindered and grass roots effort.
Michael is a CFP® Professional and received his B.A. from the University of Oregon and M.A. from Boston College. He and his family split time between the Pacific Northwest and Arizona. When he’s not working you can find him playing soccer with his kids, mountain biking and traveling.
More succinctly, Michael is influenced by Angela Duckworth’s Grit and tries to live life accordingly. But enough about us. We’re here to serve our clients. There’s 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!
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
