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.
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.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.