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Tax-Efficient
Financial Planning


Helping you NOT get killed in taxes from:

- Selling your Business 

- Selling your Properties

- Preparing for Retirement (age 50+)


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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



Or Do You Have A Capital Gains Problem?

Yes that's me



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