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SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah
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SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah
  • Home
  • About
    • About Us
    • Team
  • Services
    • Flat Fee Wealth Management
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact
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Month: June 2016

6 Keys to Success in Investing You Won't Hear From Wall Street

6 Keys to Success in Investing You Won’t Hear From Wall Street

June 17, 2016

As a financial advisor, I am often asked: “Where should I put my money right now?” The financial industry has trained us to treat our investment plan like we treat our fantasy football team Read more

3 Reasons You’re Ignoring Your Finances And What It’s Costing You

June 17, 2016

Is updating your will, getting life insurance, making a budget, or enrolling in your company’s 401k plan something you’ve been meaning to do, but keep putting off? Read more

Railroad Switchpoint | Switchpoint Financial

Why I Started a Financial Planning Firm

June 17, 2016

Starting a financial planning firm from scratch wasn’t an easy decision. In the end, I felt compelled to try to fill a void in the marketplace and better serve my clients. Read more

Recent Posts

  • Don’t Let Stock Market Noise Distract You from Real Investing
  • Why Your Dimensional Fund (DFA) Portfolio Has Underperformed And What to Do About It
  • Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You
  • What Every Utah Resident Should Know About Ponzi Schemes
  • Understanding Financial Advisor Credentials, Titles and Terms

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SwitchPoint Financial Planning, LLC

2901 W Bluegrass Blvd Suite 200-26

Lehi, UT 84043

(Serving clients across the U.S.)

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Recent Blog Posts

  • Don’t Let Stock Market Noise Distract You from Real Investing July 21, 2021
  • Why Your Dimensional Fund (DFA) Portfolio Has Underperformed And What to Do About It January 25, 2021
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  • Disclosure
Advisory services offered through SwitchPoint Financial Planning LLC, a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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