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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.

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.

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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.

Explains that landlord policies don't cover tenants' personal property.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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How Long Will It Take to Pay my Balance?

Estimate the future value of your current savings.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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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