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

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

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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%

SEC Records

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