Tencap Wealth Coaching has experienced success and growth of their financial planning business. 24 months ago Tencap had one office in Utah. Now Tencap has seven offices in three states with another office opening in Murray this quarter.
Here is what Tencap’s President/Founder Greg Black said about their growth. “Tencap has spent an enormous amount of time and money on our tax planning department. In my opinion, we are industry leaders in the tax planning space. This is not just our advisors reviewing tax returns, these are highly trained and qualified tax planning specialists, all over the country, working on our client’s tax strategy.”
Tencap views tax planning as imperative for any high net worth client. With over 6,000 pages, the tax code is complex. Tencap views that complexity as opportunity.
It is important to meet with each client to find the most lucrative and ethical ways to reduce a client’s tax bill. Tencap is committed to helping them retain as much income as possible.
As a comprehensive financial planning group, Tencap takes pride in its ability to responsibly manage money. In a meeting with the Tencap team they will present their academic, evidence-based investment methodology that is competitive, low cost and diversified.
The Tencap team offers several other areas of customer service that sets them apart.
Insurance planning
While Tencap has no interest in selling insurance, it reviews every client’s insurance policies. Insurance is an important layer of protection between clients and their assets.
Estate planning
Everyone has a default estate plan – they either participate in the government’s estate planning protocols and rules, or they establish and plan their own estate planning wishes. Tencap helps clients assemble intelligent and responsible estate plans. Because laws change frequently, it is important to review estate plans regularly looking for categories to update and optimize. Proper planning can reduce taxation.
Selling a business
Business owners make significant investments in their businesses. If you plan to sell that business, it is important to have an experienced advisor.
As a comprehensive financial planning firm committed to financial resilience and academics in each of the above categories, Tencap is a leader in their space. With seven offices and more planned, it’s easy to find an experienced Tencap advisor.
Tencap has earned a reputation for helping clients responsibly plan for retirement. As clients achieve financial independence, Tencap strives to help each client preserve and responsibly spend their money.
Call Tencap Wealth Coaching today to schedule a no-cost consultation.
