About Us

Financial advisors

Tencap Wealth Coaching is a financial planning firm designed to transform your investing experience. We take an educational approach to help you feel confident about your future and the academic science of investing and financial planning. With our team of experienced financial planners, investment advisors, tax professionals, attorneys and protection specialists, we work with you to create a customized and comprehensive financial plan.

The traditional investing experience is not designed with investor education in mind. As a result, many people make important decisions in the dark. Few investors know how much their investments could actually lose in a given year or how to measure diversification in their portfolio. Most investors have no idea what they are really paying in fees and transaction costs. Their financial plan is getting thrown together with an incomplete understanding of all the variables at play.

A confused investor is a profitable customer for the financial industry. Complexity can be used as a weapon to cause investors to blindly trust the recommendations being made by their advisors.

Tencap Wealth Coaching brings integrity to the planning process by giving our clients a voice in the matter of their financial future. We are serious about educating our clients. The benefit of that education is that our clients fully grasp their investment strategy and take charge of their financial future. By working with us, people are empowered to take action.

That empowerment comes through impactful conversations with a trusted financial advisor coach. Our clients have a breakthrough in the way that they experience money and investing. These are unique conversations that most individuals and families never have. They deal with your true purpose for money, your relationship to money, and how investing really works free from the need to predict the future or gamble with your wealth.

We will audit your current financial products, plans, and strategies to identify the extent to which you are forfeiting money unnecessarily, either to the government or financial institutions. This audit provides a valuable framework to design an efficient strategy for your situation.

Some of the areas that are assessed in this audit include:

  • Retirement Income Analysis
  • Insurance coverages (Life, Disability, Home, Auto, Umbrella, Long Term Care, Medicare)
  • Social Security Optimization Strategies
  • Tax Planning
  • Cash Flow Optimization
  • Investment Risk Analysis
  • Estate Planning Essentials

At Tencap Wealth Coaching, we coach our clients to a unique level of understanding and clarity through empowering education. Working with us will be unlike any experience you have ever had with another financial professional. Together, with your advisor coach, you will co-create a comprehensive financial plan that you can own. You will experience a heightened level of confidence and trust knowing that you helped design a plan based on academically sound, Nobel Prize winning principles.

Educated investors are more confident investors, and confident investors are more successful investors. Now is the time to experience that confidence. We are committed to helping you have a breakthrough around the way you experience money and investing. You’ve sacrificed and worked hard to make financial independence a reality. Call us to schedule your complimentary consultation and begin building your legacy, today!

Disclosure

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.

Opinions expressed herein are solely those of Tencap Wealth Coaching and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Tencap Wealth Coaching, an Investment Advisor in the State of Utah. Being registered as an investment adviser does not imply a certain level of skill or training.

  • Tencap Wealth Coaching is not affiliated with or endorsed by the Social Security Administration or any other government agency.
  • Insurance products and services may be offered through Tencap Wealth Coaching.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Utah or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Links to Other Sites

The inclusion of any link is not an endorsement of any products or services by Tencap Wealth Coaching. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. 

When you follow a link to one of these sites neither Tencap Wealth Coaching, nor any agency, officer, or employee of Tencap Wealth Coaching warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.