Your Money Should Work as Hard as You Do.
Financial planning built around your goals, your timeline, and your real life — not a generic template or an automated portfolio.
Book Your Free Intro Call12 Years
Corporate banking experience behind every plan
Most people come to us feeling one of these things.
You're earning well but still feel financially scattered and unsure where it's all going.
You have big goals — retirement, selling your business — but no clear roadmap to get there.
You've been burned by financial advice that seemed to benefit the advisor more than you.
Life has gotten complex and your finances haven't kept up with it.
"If any of that hits close to home, you're in the right place."
Start the ConversationWe Are Not Your Typical Financial Firm.
Traditional financial institutions are bloated, impersonal, and built to serve the masses. Robo-advisors are efficient but they can't sit down with you, understand your life, or think creatively about your future.
Tarascio Financial Planning is a fee-only, fiduciary firm. That means we're legally required to act in your best interest. We don't sell products. We don't earn commissions. You pay for advice. That's it. Nothing hidden.
Fiduciary
We are held to the highest legal standard of care. Every recommendation is 100% in your best interest, full stop.
Fee-Only
Our fees are clear, transparent, and tied only to the advice we give. No products, no referral fees, no hidden incentives.
Independent
We answer to our clients, not corporate shareholders. That freedom means we build your plan the right way for your life.
The Full Picture of Your Financial Life
Investing
Grow your wealth with confidence, not guesswork.
Globally diversified portfolios tailored to your risk tolerance, timeline, and goals. Every decision is driven by data and long-term thinking — not emotion or market noise.
Retirement Planning
Stop guessing whether you're on track. Know for sure.
We go beyond basic contributions. Backdoor Roth, Mega Backdoor, Social Security optimization, and business retirement plan design for your team.
Financial Planning
A real plan for your real life. Not a generic template.
Tax strategy, risk management, asset protection, cash flow planning, and estate coordination. The full map, not just one piece of it.
"He helped us strategize in some really unique ways around our retirement years. He is always up for researching every possible option to make sure we hit our goals."Julia T. | Washington
Ready to Build a Plan That Actually Fits Your Life?
The first step is a conversation. No pressure, no pitch. Just an honest talk about where you are, where you want to go, and how we can help you get there.
Book a Free Intro Call
30 minutes. No obligation. We take the time to understand your situation before we recommend a single thing.
Book Your Free Intro Call