The right retirement planning starts with financial goals that define the lifestyle you wish to arrive at some point in the future.

29783323_sA strategic plan is developed with the help of your personal business counselor that includes various tactics and sub strategies. These tactics, such as college planning, insurance planning, savings plans, tax planning, estate planning, etc. – are each tailored to fit your strategic financial goals.

For your personal or business financial goals to be reached – your counselor needs to have knowledge and experience in a broad range of financial and equity vehicles. By reviewing the “Team” page, you’ll develop a good understanding of the scope of products and knowledge Al Rasch & Associates brings to your table.

The list below covers some of the tools used to achieve your financial goals.


Tax planning, federal and state tax preparation, and standard and electronic tax filing for businesses and individuals.

Financial Services

Long range planning information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family’s future.

Retirement Planning

Some challenging questions about your retirement plans. Determining what to do with your retirement assets is one of the most critical decisions you make.

College Planning

You may be in a position where you can afford to help make saving for college education easier for your children, grandchildren, nephews, nieces or friends. What better way to create a long-lasting legacy than by contributing to higher education.

Estate Planning

As an attorney, a CPA, and a business analyst, Al Rasch & Associates can help you prepare a plan to protect you and your loved ones to better face the future. If you don’t take care of your estate the IRS and the courts will.

Personal Business Consultant

Today’s business atmosphere presents many challenges. It is not easy to know what to do or where to turn when planning your personal business future. Given this environment, more and more investors are turning to qualified personal business consultants like Al Rasch & Associates to assist them in creating a customized portfolio based on their individual needs.

Additional Services and Products include…
• Equity Ownership Estate Planning

• Long Term Care Insurance

• Wealth Counseling

• Personal Business participation

• Individual Tax Planning

• Individual Federal and State Tax Preparation

• Business Tax Planning

• Business Federal and State Tax Preparation

• Corporations

• S-Corporations

• Partnerships

• Limited Liability Companies

• Standard Tax Filing

• Electronic Tax Filing

• Long-Range Business Planning

• Long-Range Personal Planning

• Purchases and Sales of Businesses

• Litigation Support for Divorces

• Elder Care Budget and Accounting Management

• Business Audits

• Individual Audits

• Estate and Gift Tax Planning

• Trusts

• Small Business Consulting

• Business startup

• Personal Business Consulting

• Accounting consulting