top of page

Plan Boldly. Build Wealth. Reduce Stress.

Personalized financial planning for every life stage and goal.

Big goals. Long-overdue getaways. A future you can feel excited about. Let’s chart a financial path that’s as ambitious and intentional as you are—designed to support your next big chapter, wherever life takes you.

At TFP, we’re passionate about guiding those who strive for more—whether in life, career, or legacy.

At Tarascio Financial Planning, we thrive on partnering with individuals and families who are driven—whether you're building a business, growing your career, or shaping a legacy. We admire the focus, ambition, and responsibility it takes to succeed in today’s world, and we bring that same energy to your financial journey. 

 

We don’t just manage money—we build lasting relationships rooted in trust, clarity, and forward-thinking strategy. Whether you're planning your next chapter, navigating a complex financial decision, or simply trying to make life less stressful, our job is to help you move forward with confidence.

Clear & Impartial 

FIDUCIARIES

We uphold the utmost legal standard of care, steadfastly serving as a Fiduciary exclusively devoted to our clients' Best Interests.

FEE ONLY 

Operating as a Fee-Only firm with a clear and open fee structure, we abstain from selling any products, ensuring our compensation comes exclusively from the tailored advice we offer.

INDEPENDENT

We have the freedom to shape our business and serve our clients, unhindered by the demands of investors.

We’ve been using Michael for over four years now. He has helped us strategize with some unique ways to handle our retirement years. While I am officially retired, my husband is not. After selling his business, he decided to go to work for big company. We will be soon starting another business as my husband phases out of 9-5ing for someone else AND collecting social security. It will be a challenge to make sure we stay within the guidelines to keep the ss coming in, earning as much as we can as a married couple, while NOT taking much of our monies out of the market quite yet. Michael is up for researching all of our options to fulfill this goal. We would recommend him to anyone who needs advice financially at ANY age!

Copyright © 2025 The Tarascio Group DBA Tarascio Financial Planning, LLC - All Rights Reserved.

 

You may view our current ADV Disclosures by clicking this link.

  • Instagram
  • Facebook
  • LinkedIn
bottom of page