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Rushman Wealth Management

Financial Freedom Starts with a Plan.

We use a personalized planning approach to help business owners and professionals manage their wealth so they can enjoy living their lives.

Business Planning

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We can help you start, buy, sell, and protect your business.  Whether you’re just starting out or looking for an exit, we have the plan to give you the solutions to make it happen.

Retirement Planning

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Retirement doesn’t just happen on its own.  We can create the plan to get you there one step at a time.

Wealth Planning

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You’ve worked hard to create your wealth.  Let us work hard to manage that wealth with a personalized investment strategy, and savings plan.

Legacy Planning

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Making sure your hard work is preserved for the next generation.  Feel confident that the important decisions have been handled and your legacy is protected.

Risk Planning

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Nobody wants to take a risk that’s not worth the payoff.  Let us help you analyze your situation and create a plan to mitigate life’s risks.

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