What You're Looking For
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Find a strategy to not get killed in taxes
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Organize your financial life
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Coordinate tax plans with your CPA
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Enjoy more time with family
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Maintain your lifestyle through retirement
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Prevent retirement "tax torpedoes"
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Protect your nest egg from downturns
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Prepare for future healthcare costs
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Which One Are You?
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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.