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Tax-Efficient Financial Planning


Working With:


Tax-Weary Business Owners

&

Professionals Age 50+





Learn How Much You Need To Retire

What You're Looking For


  • Sell your business & not get killed in taxes

  • Organize your financial life

  • Coordinate tax strategies with your CPA 

  • Enjoy more time with family


  • Maintain your lifestyle through retirement

  • Prevent retirement "tax torpedoes"

  • Protect your nest egg from downturns

  • Prepare for future healthcare costs



Which One Are You?



Business Owner

Discover new ways to save taxes & time


Professional Age 50+

Prepare for your next phase of adventure




As a fee-only, fiduciary Certified Financial Planner, Marcus Blanchard is completely independent, provides accountability to where you want to go, and educates you along your financial path. 

No product sales or commissions here, just advice & guidance.

Located in Pleasant Grove, UT, serving clients virtually across the nation. 


Schedule A Call