Tax-Smart
Financial Planning
Which one sounds like you?
PLANNING FOR RETIREMENT
You're within 10 years of retiring, or already there. You've worked hard and invested for decades. Now you need to figure out how to turn your investments into a reliable income without getting killed in taxes.
COMMERCIAL REAL ESTATE BROKERS
You close deals, cash checks, and keep moving forward. Planning intentionally for your personal finances probably isn't happening the way it should. It's likely costing you more than you think.
Marcus Blanchard is a fee-only, fiduciary Certified Financial Planner and is proud to run a completely independent financial planning & investment firm.
That means no pushy sales tactics, no hidden sales quotas, and no costly commissions for products you probably didn't need, or want, in the first place.
It's about time you got personal, fee-only advice & guidance tailored for your situation.
Located in Pleasant Grove, UT, and serving clients across the nation.
What is a fee-only financial advisor?
A fee-only financial advisor is paid directly by the client — not through commissions, referral fees, or product sales. This eliminates many common conflicts of interest in financial advice. Fee-only advisors who are also fiduciaries are legally required to act in the client's best interest at all times, not just recommend what's "suitable."