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SwitchPoint Financial Planning is a fee-only retirement planning and investment management firm based in Lehi, Utah and Chandler, Arizona, serving clients in the greater Salt Lake City, Provo and Phoenix areas, as well as throughout the country.

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Utah Office

2901 W Bluegrass Blvd Ste 200

Lehi, UT 84043

Arizona Office

2700 S Gilbert Rd Ste 5

Chandler, AZ 85286

(Serving clients across the U.S.)

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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.