Experienced, flat-fee fiduciaries
Retire with Confidence.
Retirement planning and investment management for those who want clear guidance, transparent pricing, plus personal attention and advice built around them.
Trust
We’re fee-only (flat fee) fiduciaries. That means no kickbacks, commissions, or hidden fees. Period. Just objective, professional advice focused on you, not a product.
Expertise
Since our founding in 2016, our team of CFP® professionals has helped dozens of clients successfully navigate the transition to retirement. It’s what we do.
Attention
Unlike traditional brokers and sales reps always looking for the next sale, we strive to understand our clients’ evolving needs and build long-term partnerships..
You shouldn't have to pay more as your portfolio grows.
SwitchPoint charges a flat fee based on the planning and guidance you receive, not a percentage of your portfolio. That means your advisory fee does not automatically increase simply because your investments grow.
SwitchPoint empowers you to reach your retirement dreams and goals.
Approaching retirement brings important questions. Do you have enough? How should you create income from your savings? When should you claim Social Security? How can you manage taxes and risk?
SwitchPoint helps you understand where you stand, identify what may need attention, and make the decisions ahead with greater clarity.
- Plan for and transition to retirement
- Invest wisely - using an evidence-based approach
- Minimize taxes for you and your heirs
Is SwitchPoint a Good Fit for You?
SwitchPoint works with those who have built strong financial lives and want more clarity, value, and confidence as they look ahead.
You have saved diligently and want confidence that you have enough and a clear plan for the years ahead.
You already have an advisor, but you are questioning whether the service you receive justifies what you pay.
You understand your finances and have done a lot right, but you want an experienced team to help ensure nothing important is overlooked.
You Can Find Us On
Take Your First to More Clarity and Confidence
Step 1 - Free Strategy Session
An open conversation to get introduced and see if there is a good fit. You’ll come away with increased clarity about your finances and an understanding of what working with SwitchPoint is all about.
Step 2 - Plan Design
We will work collaboratively with you to develop a personalized financial plan – turning your vision into actionable recommendations and bringing you peace of mind about your financial future.
Step 3 - Implementation
With your unique plan in place, it’s time to take action. We will do much of the heavy lifting to keep things on track, while providing guidance and discipline each step of the way as your life plans evolve.
You can also contact us via email at info@switchpointfinancial.com.