Marcus Blanchard, CFP®, WMCP Focal Point Financial Planning, LLC

- Virtual, Pleasant Grove, UT 84062
- (801) 477-0549
- zoynapuneq@sbpnycbvagcynaavat.pbz
- http://www.focalpointplanning.com/
About Marcus Blanchard, CFP®, WMCP, ChFC
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 you breathe easier about taxes and where your dollars are going.
Read Marcus’ blog here: https://focalpointplanning.com/blog-preview
Ideal Clients
- Business Planning
- Entrepreneurs
- Gen X
- Real Estate Professionals
Ways Advisor Charges
- Hourly
- Assets Under Management
Fee Options
- Hourly Fee: $150+/hr
- Assets Under Management: 1.50%