Valley Estate & Elder Law

Holistic estate planning and asset protection.

Owner

U.S. House of Representatives

Intern

I help families and small businesses plan for the future by crafting a life and estate plan. 

Together, we’ll plan for what we know will happen (death) as well as what might happen. We’ll plan to protect assets from creditors, predators, and spenders.  We’ll maximize family harmony.

I also help individuals and families with the buying and selling of real estate as well as adoptions.

Follow me on TikTok @alabamalawyerzach



Zach Anderson

Focal Point Financial Planning, LLC

Providing strictly fee-only service by helping hard workers age 50+ prepare for retirement. I help find answers to 3 critical questions:

  -  How do you turn your investments into retirement paychecks?
  -  How can your retirement tax bill be reduced?
  -  Are you on track for the life you want to live?

Founder

Sidewinder Industries Inc

Created a unique product and brought it to the precision rifle market.

Manage all the finances, sales, and promotion of the product line.

Established a multi-national dealer network to further the scope of the company and product.

Diversify, Inc.

Associate Investment Advisor

Fidelity Investments

Investment Solutions Representative

Client Service Associate

Deliberate Dynamics, Inc.

Passed knowledge from basic to advanced precision rifle courses with class sizes of 5-12 students

Restructured the Advanced Precision Rifle course to maintain relevance in a quickly changing market

Worked with students one-on-one to identify and remedy their issues

Precision Rifle Instructor

United States Marine Corps

Served on deployments to southern Helmand Province, Afghanistan & Okinawa, Japan

Received Certificate of Commendation for leading the vehicle crew to multiple Company “Top Gun” qualifications

Oversaw small unit-level training and mentoring of Marines on essential infantry skills

Infantry - 0313 LAV Crewman

Have you ever thought to yourself, “I wish I had known that sooner?” I certainly have. 

Let’s go back and think about where you were in August of 2009. I was in southern California and had recently enlisted in the Marine Corps. I was sitting in a hot, smelly auditorium and had just been given a signup sheet for the government’s version of a 401k. 

I remember reading through the questions that were asking me how much I wanted to invest, which investments I wanted, and what type of account I wanted. 

As I was looking through these options, I thought to myself, “I have no idea what any of this means” and when I looked to my left and my right, all I saw were more confused faces. I wasn’t the only one. Unfortunately, there wasn’t anyone there who could help me with my questions, or even point me in the right direction.

After that, I promised myself I would learn how all of these investments and taxes worked so I would never be in that situation again. 

I never wanted to feel like I was GUESSING when it came to making BIG decisions with my money. 

When I look back on that hot, August day, I can tell you now, that I wasn’t investing enough, I was invested like someone who was already retired, and I wasn’t being very smart about taxes either. When I learned all of this I remember thinking to myself, “I really wish I had known this sooner.”

So I became an advisor and started Focal Point Financial Planning to help you avoid the mistakes that I made so you never have to say to yourself, “I wish I had known that sooner.”

I help business owners and real estate investors avoid getting killed in taxes when selling their business or properties, helping you gain confidence with taking that next step in life. 

As a business owner myself, I understand you have a lot on your plate. Worrying about taxes & investments takes time you probably don't have. 

So whenever you are making a big decision with your money, please reach out for a quick chat and make sure you aren't leaving extra dollars to Uncle Sam!

Here is a link to our disclosures & disclaimers -> https://focalpointplanning.com/disclaimer

Marcus Blanchard
801-477-0549
mblanchard@focalpointplanning.com
www.focalpointplanning.com

taplio

The Battle

Zach Anderson

Marcus Blanchard, CFP, WMCP, ChFC

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?