Client Log In

Client Log In

SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah
  • Home
  • About
  • Services
    • Flat Fee Wealth Management
    • 401k Services
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact
SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah
  • Home
  • About
  • Services
    • Flat Fee Wealth Management
    • 401k Services
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact
Skip to content
  • Home
  • About
  • Services
    • Flat Fee Wealth Management
    • 401k Services
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact

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

Archives

  • July 2021
  • January 2021
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • June 2016

Categories

  • Industry Insights
  • Investments
  • Portfolios
  • Switchpoints
  • Uncategorized

Tags

Diversification Emergency Fund Estate Planning Fee-only Fees Financial planning Holistic Insurance Investments Risk Switchpoints Unbiased

Explore

  • Home
  • Our Firm
  • Wealth Mgmt
  • 401k Services
  • Why Flat Fees
  • How We Invest
  • Blog
  • Contact Us

Location

SwitchPoint Financial Planning, LLC

2901 W Bluegrass Blvd Suite 200-26

Lehi, UT 84043

(Serving clients across the U.S.)

Directions

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
  • Facebook
  • LinkedIn
  • ADV Part 2
  • Privacy Policy
  • Disclosure
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, SwitchPoint Financial Planning LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
© 2016 SwitchPoint
Top