FEE-ONLY · FIDUCIARY · INDEPENDENT
You Built the Business.
Now Let It Build Your Wealth.
Financial planning and business advisory for owners of $1M–$25M companies. We help you keep more of what you make, decide with confidence where your next dollar should go, and build a life that doesn't depend entirely on the business.
SOUND FAMILIAR?
Most business owners come to us with one of these questions.
01
Your business is profitable, but you're not sure how much of that actually makes it to you.
02
You're weighing a new hire or a major investment, and you're deciding mostly on instinct.
03
Your CPA files the return and your advisor manages your accounts, but no one is looking at the whole picture while you're still running the company.
04
You'll sell or step back someday, but you don't know what the business is worth or what comes next for you.
ABOUT TFP
We Are Not Your Typical Financial Firm.
Most financial advice treats your business as a line on a form. We treat it as what it is: the largest, most important asset you own, and the engine behind everything else you want to build.
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Tarascio Financial Planning is a fee-only, fiduciary firm. We don't sell products or earn commissions. We sit down with you, look at the business and your personal finances together, and give you clear, measured advice you can act on. We work alongside your CPA and attorney, filling the gap none of them is set up to fill.
Fiduciary
We are held to the highest legal standard of care. Every recommendation we make is in your best interest, full stop.
Fee-Only
You pay for advice, and nothing else. No products, no referral fees, no hidden incentives shaping what we tell you
Independent
We answer to our clients, not to shareholders or a parent company. That freedom lets us give you the honest answer, even when it's not the easy one.
What We Do
Your Business and Your Life, in One Clear Plan
The Ownership Premium
Know what your business truly earns you.
Tax and Retirement Planning
Keep more of what you make.
Owner compensation strategy, retirement plans designed for owners and their teams, Backdoor and Mega Backdoor Roth, and year-round tax planning coordinated with your CPA, so every decision is made before tax season, not after.
Wealth Beyond the Business
A real plan for your real life. Not a generic template.
Build something that doesn't depend on one asset.
Diversified investing, risk management, estate coordination, and exit planning. When most of your net worth lives in one company, a plan for everything else matters more, not less.