Marcus Blanchard
CFP®, WMCP®, ChFC®
Focal Point Financial Planning, LLC
Founder & Financial Planner
Marcus Blanchard
CFP®, WMCP®, ChFC®
Focal Point Financial Planning, LLC
Founder & Financial Planner
As a fee-only financial planner, my promise to you is to be completely independent, provide accountability to where you want to go, and educate you along the way to your financial independence. - Marcus Blanchard, CFP®, WMCP®, ChFC®
Fee-Only financial planner helping Business Owners defer capital gains from selling their business or real estate, & helping Professionals age 50+ prepare for retirement and not get killed in taxes.
Marcus Blanchard is a Pleasant Grove, UT fee-only financial planner. Focal Point Financial Planning, LLC provides comprehensive financial planning, investment management, and hourly plans to help business owners and pre-retirement professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Marcus Blanchard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I'm Marcus Blanchard, Founder of Focal Point Financial Planning.
I first became interested in finance as my initial enlistment in the United States Marine Corps was drawing to a close. I couldn't help but notice the drastic differences in how people viewed money and how they used it. Upon exiting military service with an Honorable Discharge and two deployments (1st to southern Helmand Province, Afghanistan - 2nd to Okinawa & Phillippines), I began my studies for a Bachelor's degree in Personal Financial Planning.
After graduation, 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 tax-efficient investments. I love learning different ways to help clients, which is why I say that "I'm a nerd in your corner!"
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.
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Enough about me, let's talk about you!
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Things About Marcus Blanchard
- Favorite burrito place: Los Aribertos in Pleasant Grove, check it out if you're around!
- Favorite date night: Axe throwing with my wife Katie and dinner at Rodizio Grill (Brazilian steakhouse)
- Favorite Hobbies: Hiking & trying 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
Marcus Blanchard is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
I serve business owners & working professionals age 50+ prepare for the next adventure; helping them live richly and not leave the IRS a tip along the way.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Deferring Capital Gains
- Strategies To Avoid Overpaying The IRS
- Protecting Your Nest Egg
- Maximizing Your After-Tax Investments
Ideal Clients
- Owners Wanting to Defer Capital Gains From A Business Sale
- Working Professionals Age 50+ Preparing For Retirement
- Business Owners Wanting Max Tax Deferral
- Real Estate Investors Wanting Liquidity From Their Properties
- Sudden Money Situations
Working Together
- Virtual Meetings
- Complimentary Initial Consultation
- Independent
- Education
- Accountability
- Partnership
Professional Designations & Affiliations
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Marcus Blanchard is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Marcus Blanchard is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Marcus Blanchard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Marcus Blanchard is a Wealth Management Certified Professional®Advisors who earn the Wealth Management Certified Professional® designation have been educated to utilize a goals-based approach to personal wealth management. WMCP® designees are capable of creating efficient investment portfolios, evaluating financial instruments, assembling a wealth management strategy, and providing solutions for complex wealth management needs. They must also uphold The American College’s Code of Ethics.
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Marcus Blanchard is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Marcus Blanchard is Quoted on CNN.com: "How to protect your personal finances when you launch a business"
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Marcus Blanchard is Quoted on CNN.com: "Ready to start saving? Do it in this order"
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Marcus Blanchard is Quoted on CNN.com: "How to get in on the real estate boom without actually buying a house"
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Marcus Blanchard is Quoted on NerdWallet.com: "What 6 Money Pros Wish They’d Known About Credit Cards"
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Marcus Blanchard is Quoted on Tulsa World: "What 6 Financial Planners Wish They’d Known About Credit Cards"
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Marcus Blanchard is Quoted in InvestmentNews: "Advisers blast Biden’s retroactive capital gains proposal"
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Marcus Blanchard was a 2019 Veteran's Scholarship Recipient from the American College of Financial Services
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Marcus Blanchard is the Author of Practical Shooter's Guide: A How-To Approach For Unconventional Firing Positions and Training
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Marcus Blanchard is a Member of Business Network International Utah South
Contact Marcus Blanchard
Office Locations:
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By Appointment
Pleasant Grove, UT 84062
