Call Tencap and ask any questions you might have and schedule a no-cost meeting.
Phone Number: 208-502-1620
Visit our Preston office and meet with our financial advisors to explore the comprehensive support our team can offer.
Tencap Is a Fee-Based Financial planning firm. We serve many states through the United States. We have offices in Utah, Idaho and North Dakota.
Tencap is a comprehensive financial planning firm. This means that we help people with money management / investments. However, we go so much deeper than investments alone. For our high-net-worth clients, we are proud to offer a very professional and extensive scope of service that helps our clients be responsible in the area of insurance planning, tax planning, estate planning and investor education. We boldly declare that without any one of these services, we would leave our clients exposed to risk or unprepared around many crucial aspects of responsible financial planning.
Why are these other areas of planning so critical? Allow us to explain:
Knowing how to accumulate, preserve and one day spend down your money is all a part of the traditional journey that most of our clients take. Having an academic approach to manage money so that your accounts can compound and grow is critical. We can’t wait to coach you on how we invest in financial markets to pull for strong performance, low cost and responsible diversification.
Your insurance policies are an important layer of protection that can very productively bifurcate and manage liability that may exist between you and your assets. While we do not sell property and casualty insurance, we proudly review each policy for our clients. Rendering another set of eyes, extensive training and good judgement on these policies. Our clients value knowing that we have no financial motivation to review these policies. Our impressive level of customer service in this space is strictly to optimize our clients P&C coverage, ensuring that each of our clients is responsibly covered.
We loudly declare that Tencap is advocating for as much tax strategy as possible. That is to say, we want to ethically reduce the amount of income lost to federal taxes! You work too hard for you money to have it surrendered to heavy taxation! The tax code is over 6k pages long. Inside of those pages is a world of complexity, inside that world of complexity is opportunity. Allow our team to show you that we can ethically and responsibly reduce your tax bill, with proper tax planning strategy!
This can be summed up simply; everyone dies with an estate plan assembled - you either adopt the government's planning because you have not responsibly created your own, or you create your own estate planning wishes and directives. Nothing else needs to be said about this. Allow our team to help you assemble intelligent and responsible estate plans.
At Tencap we say that a wise investor is often a successful investor. By arming yourself with the basic education around financial markets and investments, our clients are empowered to understand and endure any market cycle. Our clients are at ease around their money and financial plan, knowing what to expect and how their money is invested. Being informed and confident is not a luxury for some, it’s a commitment that we have to each client. We are proud to be coaches and educators for each of our clients.
Deciding on who will help you manage your life savings is no small task. We know the level of trust each client places in our team and investment methodology. We offer a no-cost meeting where you can get to know our team, meet your advisor and see if you would be a good fit for how we work. We can’t wait to introduce our company and show you what we stand for.
Selling your business can
be demonstrative and
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strategy requires diligence,
coaching, high-level
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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.
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 Preston, Idaho 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 Preston, Idaho – 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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