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Tax-Smart
Financial Planning


Helping you NOT get killed in taxes when:

- Selling Your Business 

- Selling Your Real Estate

- Preparing for Retirement (age 50+)


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What You're Looking For


  • Find a strategy to not get killed in taxes

  • Organize your financial life

  • Coordinate tax plans 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?



Selling a Business or Property


Discover the strategy that fits your life


Preparing For Retirement


Get ready for your next phase of adventure




Book Your Call




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Marcus Blanchard is a fee-only, fiduciary Certified Financial Planner and is proud to run a completely independent planning & investment firm.

No product sales, hidden sales quotas, or commissions here.

Just advice & guidance.

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




Schedule A Call