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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.

Introductions

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.

Start A Plan

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.

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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.

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Lease Payment

How much would your monthly lease payment be?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

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

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