Tarascio Financial Planning
Tarascio Financial Planning
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    • TFP
    • About Michael
  • Who We Work With
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    • Retirement Plans
    • Investment Management
    • Financial Planning
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    • Home
    • About
      • TFP
      • About Michael
    • Who We Work With
    • Services
      • Retirement Plans
      • Investment Management
      • Financial Planning
    • Contact
    • Tips!
    • Press
  • Home
  • About
    • TFP
    • About Michael
  • Who We Work With
  • Services
    • Retirement Plans
    • Investment Management
    • Financial Planning
  • Contact
  • Tips!
  • Press

Retirement Plans

We build intelligent retirement plans designed around your goals, your employees' needs, and ERISA's requirements. Beyond the tax advantages, we focus on identifying and outsourcing fiduciary duties, uncovering your plan's true costs, and employee education.  

Services

Why Work With Us

Types of Plans

Outsource Fiduciary Obligations • Reduce Plan Costs • One on One Employee Education and Advice • Investment Policy Statements • Professionally Managed & Highly Diversified Portfolios • Compliance Testing

Types of Plans

Why Work With Us

Types of Plans

Qualified Plans: Profit Sharing, 401(K), Age-Weighted, Stock Bonus, ESOP, New Comparability, Cash Balance, 

Traditional Defined Benefit, Money Purchase. 

Tax Advantaged Plans: SEP, SIMPLE IRA, 403(B), Traditional/Roth IRA

Why Work With Us

Why Work With Us

Why Work With Us

We operate with a teacher's heart, serving you and your employees as stewards of the Plan. We believe saving for retirement now, and offering participant education will lead to long-lasting benefits and employee loyalty. 


Copyright © 2021 The Tarascio Group DBA Tarascio Financial Planning, LLC - All Rights Reserved.


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