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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
  • Services
    • Flat Fee Wealth Management
    • 401k Services
  • 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

  • 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
  • Huge Tax Savings Using Net Unrealized Appreciation (NUA) Rules

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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

  • Why Your Dimensional Fund (DFA) Portfolio Has Underperformed And What to Do About It January 25, 2021
  • Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You December 18, 2019
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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
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