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Three hikers on snowy mountain ridge

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.

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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.

Describes financial burdens associated with end-of-life care and funerals.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Details 401(k) contribution and catch-up limits for maximizing savings.

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How much will it cost to pay off a loan over its lifetime?

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

How much do you need to save each year to meet your long-term financial goals?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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