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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.

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.

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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Explores how investment strategy changes once retirement begins.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Reviews annual enrollment dates and options for Medicare participants.

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Determine whether you should consider refinancing your mortgage.

Use this calculator to estimate how much income and savings you may need in retirement.

How much Disability Income Insurance do you need?

This calculator is designed to help you attach a dollar figure to your life’s work.

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