facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Financial Planning

Helping you NOT get killed in taxes when:

- Selling Your Business 

- Selling Your Real Estate

- Preparing for Retirement (age 50+)

tell me more

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

As Seen In

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