Business Owners
Working with Business Owners is not just a preference but a passion at Tarascio Financial Planning.
We admire the tenacity, vision, and grit that successful Business Owners bring to the table every day. Our team takes pride in nurturing that entrepreneurial spirit with sound and innovative financial strategies.
At TFP we don’t just manage finances; we build partnerships, nurturing visions to fruition with a foundation of trust, insight, and unparalleled planning expertise.
Integrate Business and Personal Finances
We connect the dots between your business cash flow and your personal wealth plan—so both work in sync.
Invest Beyond the Business
Whether it’s commercial real estate or building a diversified portfolio, we help you put profits to work outside the day-to-day.
Set Up Tax-Smart Retirement Plans
From 401(k)s to Profit Sharing to Cash Balance plans, we design retirement solutions that reduce taxes and reward your future self.
Retain and Reward Your Key People
We craft smart incentive packages—from equity comp to deferred bonuses—to keep your top talent loyal and motivated.
Optimize Your Entity Structure
S Corp or LLC? We help you choose and maintain the right setup for tax efficiency, liability protection, and long-term flexibility.
Plan for a Profitable Exit
Succession and continuity planning ensures your business legacy lives on—and pays you back—when you're ready to step away.