Call Tencap and ask any questions you might have and schedule a no-cost meeting.
Phone Number: 801-214-0610
New Client in Office Meeting 1 hour
New Client Zoom Meeting 1 hour
Tencap is a comprehensive, fee-based financial planning firm. Tencap is proud to be stated fiduciaries on each case! That means we happily take on the legal obligation to lead with your best interest.
Tencap has been helping businesses, families and individuals build out thorough and robust financial plans for hundreds of clients, all over the U.S. Our growing team is able to offer a level of customer service that very few companies in Utah can compete with.
When we say comprehensive financial planning, we mean we are committed to examining every area of your life that your finances touch. Most people struggle to identify all of the meaningful categories that roll up into your finances.
At Tencap, we offer to help our client create a financial plan, including examining their burn rate, savings rate, investment saving vehicles, the investment funds inside of each account type, reviewing their 401k fund line-up, estate planning documents and life insurance planning. We also dive into every insurance plan you own, and coach on which plans you don’t own, that you should consider. We review any business entity planning and last of all, our favorite, tax planning! That’s right, you can expect your financial advisor to help you review your tax planning each year and look for lucrative yet ethical ways to reduce your tax bill! This point can’t be overstated. For our high-net-worth clients, their tax bill is often their largest bill! If we can make an impact in the amount of money lost to the government or financial institutions, it makes a huge difference in our client’s ability to save for retirement!
Schedule a no-cost consultation with one of our advisors and let’s get started crafting a well organized and highly responsible financial plan!
In your first meeting you will come to see why and how Tencap has earned the reputation they are proud to be known by!
Selling your business can
be demonstrative and
stressful. Proper exit
strategy requires diligence,
coaching, high-level
accounting and grit. Selling
a business should
represent a remarkable
milestone.
May it be accumulating, preserving, or distributing assets, we can help you assemble your personalized retirement plan. We jump into your balance sheet and help you to start constructing your retirement plan.
We review and look at your tax return in conjunction with your CPA from another lens. Your CPA will assemble your tax return from a compliance lens, while we review your tax return from a tax strategy lens.
We want our clients to pass along their wealth or possessions easily and without concern. We can walk you through the legal lens of estate planning, as well as personalizing your estate plan for you and your family.
Visit our Millcreek office and meet with our financial advisors to explore the comprehensive support our team can offer.
Phone Number: 435-266-1137
Office Hours: 9 AM – 5 PM, Monday to Friday
Visit our Millcreek office and meet with our financial advisors to explore the comprehensive support our team can offer.
Phone Number: 801-214-0610
Office Hours: 9 AM – 5 PM, Monday to Friday
Key Takeaways Roth conversions transfer pre-tax retirement funds into a Roth IRA, allowing you to pay taxes now in exchange for tax-free withdrawals and predictable
Key Takeaways Tax-efficient investing helps you minimize tax drag and grow wealth faster by managing where, when, and how your investments are taxed. Use HSAs,
Key Takeaways Utah corporate income tax applies a flat 4.50% rate on corporate profits. With smart planning, businesses can reduce liabilities and boost post-tax returns.
Tencap excels in comprehensive financial planning in Millcreek, Utah leading out in money management, estate, insurance, and tax planning. Our clients come to understand the value of effective tax planning. We work closely with CPAs to minimize your tax bill; which for our clients, is often their largest bill!
Tencap is a stated fiduciary on each case in Millcreek, Utah – this means we can be trusted and held accountable to lead in your best interest. For high-net-worth individuals seeking financial planning and complete financial organization, we are the solution.
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