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 consult with business owners and real estate investors. I realize one of the biggest issues they face is minimizing their tax burden. I help business owners who feel stuck in their business find a way out, without having to worry about a huge capital gains tax bill. At a high level, I help business owners and real estate investors not get killed in taxes, which frees them to live more of their life doing what they want, with who they want.

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.