Call Tencap and ask any questions you might have and schedule a no-cost meeting.
Phone Number: 435-200-9519
Visit our Logan office and meet with our financial advisors to explore the comprehensive support our team can offer.
This meeting is an opportunity for you to “interview” your advisor and ask any questions you might have. Your advisor will also take this time to learn more about your situation; your goals, what stage of your career you are in, how much you have been able to save, etc. It’s important that you know your advisor is your advocate. There is no right or wrong about what stage you are in - there is just how we move you forward from here. We work for you; we invite each client to help us create the agenda and workflow. However, know that we are happy to review and analyze every area of your financial life. As a comprehensive financial planning group, we are committed to making sure that each area of your financial life is optimal. Tencap is committed to making sure that no blind-spots exist for you when it comes to your money or financial affairs. Clients usually call us asking for help in one or two areas. We often earn a client’s business by showcasing excellence in those areas. That may be why a client initially hires us. But our clients stay with Tencap because of the competence and coaching we provide in dozens of areas of our client’s lives. Expect the financial advisors at Tencap to help you arrive at a place where you can be completely resolved and assured that you are on a path to build and secure your wealth and be completely financially responsible in every area of your financial world.
During this meeting your advisor will be prepared to jump into the numbers and the data surrounding your situation. We will examine the data and provide coaching on how we can optimize your situation. Some examples of what we are looking at is; examining the level of risk/exposure you are taking in your investments. How well diversified are you? How has your performance been? What is driving your investment outcomes? Is your portfolio tax efficient? Are you optimizing your income taxes, or missing basic tax strategies? What is our plan to get your savings to an acceptable place for you? What is our spend-down strategy? How do we factor in inflation? What is our confidence level that you won’t outlive your money? What work needs to be completed around estate planning? Getting clear and present to each of these questions will be the catalysis of our first year together. From there, we can explore other areas of your financial world.
The one thing you can’t count on over your life, is change. Airplanes take off every day with a flight plan; almost every plane makes adjustments along the way - so it will be with your life and your financial plan. The financial advisors at Tencap have the experience to meet you at each intersection called change and help you adjust and amend your planning. This type of professionalism and experience helps you have confidence and trust that your planning will be excellent, and your customer experience along the way will be exceptional. You can absolutely meet retirement prepared and settled. We stand resolved, excited, capable and committed, to lead you. Schedule your no-cost consolation to get started!
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.
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 Logan, 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 Logan, 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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