Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous. At Rasco & Rasco, P.C., we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away.
Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients' individual needs and goals, both short and long-term. Retirement is a significant milestone in one's life.
Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients' individual needs and goals, both short and long-term. Retirement is a significant milestone in one's life.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
At Rasco & Rasco, P.C., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (6)
Martin Heiskell
Feb 23, 2021
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They were good for several years but now they have a form that you have to sign to give consent to allow them to share your Info with Advantax Financial services and that they can market their products to you. I asked not to, they said I had to sign consent. So I signed with note that I was not in agreement with sharing my info with another company. the form says it is not allowed to make tax prep contingent on signing, but they clearly said I had to anyway. when I signed with the note, they said that because I was giving zero days of consent, The principles could not review or email me at all
Howie D.
Jun 06, 2019
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I've known Jeff Rasco pretty much all of my life. Both going to high school together I knew Jeff was the guy to go to after he got out of college and I was ready to start needing an account. He is always been very thorough, and very knowledgeable about what's good and what's bad investments that are out there. Yes he also does taxes really well. He's been doing everything for me, my wife, And other friends and family for many years. 20+ for me.
I would recommend Jeff to anyone before going anywhere 1st!
I would recommend Jeff to anyone before going anywhere 1st!
Oscar Castillo
Oct 07, 2017
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I have been a client of Rasco and Rasco CPA for 14 years. Jeff Rasco and his team have taken care of my personal and numerous companies taxes. Jeff and his team advise us on all our investments. I have referred Rasco & Rasco CPA's to numerous business associates, family and friends due to their exemplary professionalism and skill in handling all our finance situations. They are always accommodating and friendly.
Brad Harman Md
Jul 04, 2017
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Jessica Kempenich
Jan 03, 2016
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Ended up not using because when i was trying to get information on average costs of a standard married couple with a house nothing out of the ordinary they where very rude they can't say because everyone is different. Wouldn't even say how much they charge an hour for completing taxes. Decided I will just continue doing them myself.
Candace C.
Jul 25, 2013
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First, full disclosure, after a very heated conversation yesterday my mother received a check for 54.00 today.
Now the reason for this review, never have I been treated as rudely or dismissed so out of hand as I was yesterday on the phone. My senior mother called first to find out why she was being penalized by the IRS after being told twice, once in front of me that she would incur no penalties for the extension that was filed for her. She was told they were not responsible, that it was her fault, and they would give her a discount next year.
I called them after she got off the phone to get
Now the reason for this review, never have I been treated as rudely or dismissed so out of hand as I was yesterday on the phone. My senior mother called first to find out why she was being penalized by the IRS after being told twice, once in front of me that she would incur no penalties for the extension that was filed for her. She was told they were not responsible, that it was her fault, and they would give her a discount next year.
I called them after she got off the phone to get
