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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.

Provides tips for managing rising food prices through smart shopping.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Shows how transfer-on-death designations help avoid probate costs.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How much would your monthly lease payment be?

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