Marcus Blanchard, CFP®, WMCP, ChFC

I Help You NOT Get Torpedoed By Taxes When Planning For Retirement

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Focal Point Financial Planning Marcus Blanchard, CFP®, WMCP, ChFC
Pleasant Grove, UT

Serving Clients Nationwide

I Help You NOT Get Torpedoed By Taxes When Planning For Retirement

Areas of Focus

  • Capital Gains
  • Exit Planning
  • Investing
  • Prioritizing Money
  • Retirement Planning
  • Social Security

About Me

Hi, I'm Marcus Blanchard. I like to say, "I'm a nerd in your corner!"

Financial planning has been my study and passion for many years now, ever since I joined the Marine Corps and had to start making my own investment decisions.

After getting my Bachelor's degree in Personal Financial Planning, I also earned the Certified Financial Planner (CFP®), Wealth Management Certified Professional (WMCP®), & Chartered Financial Consultant (ChFC®) designations to further my understanding of financial planning and different ways to help reduce people's tax bills.

After a while of working for both large and small financial firms, I decided I needed to serve clients at a higher level, my way. In my eyes, the complex issues business owners & investors deal with, along with the tax implications of retiring were not being adequately addressed. With the support of my lovely wife Katie, I founded Focal Point Financial Planning, LLC.

Now I can better serve clients by focusing on the "Big 3" areas of your retirement plan, which are:

- How can your lifetime tax bill be reduced?
- Are you actually on track to where you want to be?
- How do you safely turn your investments into retirement paychecks?

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Things About Me

Favorite burrito place: Los Aribertos in Pleasant Grove, check it out if you're in the area!

Favorite Hobbies: Hiking, being outdoors, trying new restaurants with Katie. Long-range shooting both competitively and recreationally, as well as competitive pistol shooting (USPSA)

Favorite Hiking Spot: Up past Battle Creek Falls, it'll get your heart rate up!

How I like my steak: Medium rare seasoned with smoked salt, pepper, and garlic

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Wealth Management Certified Professional (WMCP)

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Pleasant Grove, UT 84062

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Our initial chat is designed to quickly learn about your situation, understand your problems, and start exploring ways forward. There's no need to upload any documents or sign anything at this point. During our conversation, we will explore ideas that could improve your situation. We will discuss the different ways we can work together to fit your lifestyle and preferences best. If you prefer to delegate financial tasks and save time, we will discuss what our relationship would look like for ongoing assistance and management. However, if you are more hands-on with your money and investments, we will discuss what the hourly project plan might look like. Either way, you will leave in a better place than when you started!

Offers Investment Management

Yes

About our Firm

Focal Point Financial Planning specializes in helping you on your journey to and through retirement by:

- Preparing for future healthcare costs
- Preventing retirement "tax torpedoes"
- Protecting your nest egg through downturns
- Maintaining your lifestyle through retirement

No product sales or commissions here, just honest advice & guidance.

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

Education

Utah Valley University | Bachelor’s Degree | Personal Financial Planning

Volunteer Experience

Primary Children's Hospital | June 2013 to July 2015

Badges

Hobbies and Interests

  • Beach
  • Camping
  • Cooking
  • Eating Out
  • Exercising
  • Family
  • Hiking
  • Hunting
  • Reading
  • Traveling

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Engineers
  • Gen X
  • Investors
  • Living in Retirement
  • Real Estate Agents
  • Sales Professionals
  • Veterans
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.