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Not sure of the right moves to make with your money or business? Take the next steps by creating your plan and starting your journey toward financial freedom.

Do you know a business owner, professional, or retiree that needs help with a plan or managing their money? Introduce them to our firm so they can get started on the right path.

Want to learn more about finances and get market commentary? Sign up for our email list to be included to receive helpful emails pertaining to financial planning.

 

Rushman Wealth Management was established over 15 years ago with the goal to create completely objective financial plans for businesses and professionals to manage their money.  That journey continues today as the world's everchanging financial markets, client needs, and innovative solutions require constant fiduciary oversight.  We utilize a client centered planning approach to create customized solutions for business owners, entrepreneurs, and professionals.  Acting as a fiduciary for our clients, we only make recommendations that we believe are in their best interest.

 

 

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Describes convertible bonds and their balance of stability and upside.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Advises small businesses on cybersecurity risk management.

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This calculator can help you determine how soon you can pay off your mortgage.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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