Also known as focal point financial planning
Focal Point Financial Planning is a fee-only fiduciary financial planning and investment firm in Pleasant Grove, Utah, founded in 2019 and run by Marcus Blanchard, a CERTIFIED FINANCIAL PLANNER professional. The firm specialises in tax-aware retirement planning for people within about ten years of retirement or already retired, who need to turn investments into reliable income while managing taxes. It also serves commercial real estate brokers, who often have irregular income and limited personal financial planning. The firm states that it is independent and does not use sales quotas or earn commissions on products.
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Focal Point Financial Planning is a wealth manager based in Pleasant Grove, United States.
Focal Point Financial Planning is headquartered in Pleasant Grove, United States.
Focal Point Financial Planning was founded in 2019.
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