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Tax-Smart
Financial Planning



Helping hard workers & owners over age 50 NOT get killed by taxes in retirement



Sounds Like Me!

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What You're Looking For


  • Focus your money

  • Organize your financial life

  • Build your confidence in the future

  • Coordinate plans with your professionals


  • Prevent retirement "tax torpedoes"

  • Prepare for future healthcare costs

  • Protect your nest egg from downturns

  • Maintain your lifestyle through retirement



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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.




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