Call Tencap and ask any questions you might have and schedule a no-cost meeting.
Phone Number: 385-853-1311
Visit our Pleasant Grove office and meet with our financial advisors to explore the comprehensive support our team can offer.
Tencap has a legal obligation to lead with your best interest. We are proud to take on that type of responsibility. We want each of our clients to know we are committed to excellence and prudence in every recommendation we offer. Finances and investments are often complicated people and we want our clients to know they don’t have to worry about their financial planner being clouded in their recommendations by commissions. Each recommendation Tencap makes is in the best interest of our client. You will know rather quickly if your financial advisor is full of integrity or not. We intend to earn your trust and showcase integrity and ethics through the entire financial planning process.
What does that mean? It means that we intend to review each category of your financial world, looking for blind spots and opportunities to responsibly elevate each category of your financial world. Our team is proud to offer money management, tax planning, insurance planning, estate planning and business exit planning.
We believe we offer a deeper level of customer service and coaching than most other groups and we are proud of how intelligent and capable our team is. Let us show a level of customer service that has led to the level of growth that has us operating as a company out of 5 offices in Utah alone, and servicing several other states.
Our investment philosophy is one that is tried and tested. We can showcase how and why we invest the way we do. We love to teach and educate; we are committed to working with clients that are willing to accept and create time to be coached. We have found that an educated investor is a successful investor, and we intend to show and coach on how financial markets function and what type of volatility you can expect from the portfolio that makes the most sense for you.
With over 5 decades of combined expertise, we've guided thousands to retirement readiness and financial independence. Tencap is very proud of the reputation we have earned all over the country. It won’t take long to examine what our clients are saying about us. We tote a very professional team, an evidence based investment philosophy, high level customer service and a customized and detailed financial plan through every stage of your life.
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 Pleasant Grove, 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 Pleasant Grove, 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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