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You're Over Age 50
Have you asked any of these questions before?
?
"Am I actually on track for the future I want?"
?
"How do I turn my investments into retirement paychecks?"
?
"How could I not get killed by taxes in retirement?"
Find Your Retirement Answers Here
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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 in the first place.
It's about time you got custom, fee-only advice & guidance tailored for your situation.
Located in Pleasant Grove, UT and serving clients online/virtually across the nation.
Interested in Working Together?
Here's what it looks like:
Introductory Chat
A free 20-30 minute call to learn more about your situation and help get you pointed in the right direction. At the end, we'll be able to determine if we're a good fit to work together and how to start working towards solving your problem.Discovery Call
This is where we dig more into how you view the world and what important goals you have in order to build the right recommendations for you. We also start organizing the nuts & bolts of your financial life to conduct a deep-dive analysis of your current situation.
Plan Delivery
Where the rubber meets the road! Together, we review your specific action plan to help move you closer to your goals in addition to:
- Bolstering your retirement readiness
- Reducing your lifetime tax bill
- Improving your investments
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Aren't quite ready for a meeting?
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