Marcus Blanchard (CFP®, ChFC®)

Marcus Blanchard focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

I work best with business owners and working professionals age 50+. I specifically help them with the items below. Business Owners: - Sell your business & not get killed in taxes - Organize your financial life - Coordinate tax strategies with your CPA - Enjoy more time with family Professionals Age 50+ - Know how to maintain your lifestyle in retirement - Prevent retirement "tax torpedoes" - Protect your nest egg from excessive downturns - Prepare for future healthcare costs

Additional Information

Hi, I'm Marcus Blanchard, Founder of Focal Point Financial Planning. I have worked for both large and small financial firms and after a while, decided I needed to serve clients at a higher level, my way. In my eyes, the complex issues business owners deal 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, creating custom tax-saving strategies and financial plans, maintaining focus on how you want to live your life.

NAPFA Start Date

November 16, 2021

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This Office

961 W 630 S Unit 40 Pleasant Grove, UT 84062 Phone: (801) 477-0549