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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: June 2019

Investment Stress

Do You Have an Investment Philosophy You Can Stick With?

June 10, 2019

David Booth, Founder of Dimensional Funds, said that “the most important thing about an investment philosophy is that you have one you can stick with.” Read more

Recent Posts

  • 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
  • 19 Questions You Should Ask Your (Prospective) Financial Advisor

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Contact Us

2901 W Bluegrass Blvd Suite 200-26

Lehi, UT 84043

Phone: (801) 753-8538

Recent Blog Posts

  • Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You December 18, 2019
  • What Every Utah Resident Should Know About Ponzi Schemes November 26, 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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