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801 753 8538
james@switchpointfinancial.com

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801 753 8538
james@switchpointfinancial.com
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: May 2019

Couple Worried About Retirement

Approaching Retirement? Avoid These 5 Common Pitfalls

May 18, 2019

While retirement is often depicted as relaxing and carefree, the reality is that the financial uncertainty of leaving behind a steady salary can lead to high levels of anxiety. Read more

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  • Huge Tax Savings Using Net Unrealized Appreciation (NUA) Rules
  • 19 Questions You Should Ask Your (Prospective) Financial Advisor
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  • Approaching Retirement? Avoid These 5 Common Pitfalls

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2901 W Bluegrass Blvd Suite 200-26

Lehi, UT 84043

Phone: (801) 753-8538

Recent Blog Posts

  • Understanding Financial Advisor Credentials, Titles and Terms October 21, 2019
  • Huge Tax Savings Using Net Unrealized Appreciation (NUA) Rules September 25, 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.
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