Retirement Readiness Tool | Switchpoint Financial

Skip to main content

SwitchPoint Financial Planning

Menu

About
- About Us
- Careers
Services
Why Flat Fees
Investment Philosophy
Blog
Client Log In

Schedule an Introduction

info@switchpointfinancial.com
801-753-8538

Facebook-f Linkedin-in

Client Login

SwitchPoint Financial Planning is a flat fee retirement planning and investment management firm based in Lehi, Utah and serving clients in the greater Salt Lake City area, as well as throughout the country.

Facebook-f Linkedin-in

Explore

Home
About Us
Services
Careers
How We Invest
Blog
Why Flat Fees
Contact Us

Utah Office

2901 W Bluegrass Blvd Ste 200

Lehi, UT 84043

(Serving clients across the U.S.)

ADV Part 2
ADV Part 3
Privacy Policy
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.