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Marcus Blanchard, CFP®, WMCP, ChFC

Helping You NOT Get Killed In Taxes From Capital Gains Or Retirement!

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

Serving Clients Nationwide

Helping You NOT Get Killed In Taxes From Capital Gains Or Retirement!

Areas of Focus

  • Capital Gains
  • Investment Management
  • Owning a Business
  • Real Estate Investing
  • Taxes

About Me

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 looking where other advisors won't, helping clients breathe easier about taxes and where their dollars are going.



Things About Marcus Blanchard

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

Favorite Hobbies: Hiking & 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

Location

Pleasant Grove, Utah, 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 strictly to better understand what you are looking for, and if I might be the right person to help you. No sales pressure or obligations. At the end of our call, if I think I can add value to your life I will simply ask if you would like to delve deeper and have a Discovery Call to find the solutions you're looking for. If I'm not the best person for the job, I will let you know and point you in the right direction of someone who is the right person through my network of professionals.

Offers Investment Management

Yes

About our Firm

Focal Point Financial Planning specializes in two areas:

✅ Solving The Capital Gains Tax Problem From Selling Your:
- Business
- Real Estate
- Primary Home
- Cryptocurrency
- Stocks With Large Gains

✅ Helping Professionals Age 50+ Prepare For Retirement With:
- Maintaining your lifestyle through retirement
- Preventing retirement "tax torpedoes"
- Protecting your nest egg from downturns
- Preparing for future healthcare costs


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

  • Camping
  • Eating Out
  • Hiking

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Divorce
  • Gen X
  • Living in Retirement
  • Real Estate Investors