FEE-ONLY · FIDUCIARY · INDEPENDENT

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.

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SOUND FAMILIAR?

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."

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About TFP

We 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.

What We Do

The Full Picture of Your Financial Life

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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.

Julia from Washington

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!