Client Log In

Client Log In

SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah
  • Home
  • About
    • About Us
    • Team
  • Services
  • Process
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact
SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah
  • Home
  • About
    • About Us
    • Team
  • Services
  • Process
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact
Skip to content
  • Home
  • About
    • About Us
    • Team
  • Services
  • Process
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact

Switchpoints

Asset Location Buckets

Asset Location – An Overlooked, but Effective Tax Strategy

March 18, 2019

Asset location can help you significantly increase your after-tax retirement income, without saving more, retiring later, or trying to “beat the market”.
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

Recent Posts

  • Dealing with the Emotional Roller Coaster of a Sustained Bear Market
  • Don’t Let Stock Market Noise Distract You from Real Investing
  • 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

Archives

  • September 2022
  • July 2021
  • January 2021
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • June 2016

Categories

  • Industry Insights
  • Investments
  • Portfolios
  • Switchpoints
  • Uncategorized

Tags

Diversification Emergency Fund Estate Planning Fee-only Fees Financial planning Holistic Insurance Investments Risk Switchpoints Unbiased

Explore

  • Home
  • Our Firm
  • Wealth Mgmt
  • 401k Services
  • Why Flat Fees
  • How We Invest
  • Blog
  • Contact Us

Location

SwitchPoint Financial Planning, LLC

2901 W Bluegrass Blvd Suite 200-26

Lehi, UT 84043

(Serving clients across the U.S.)

Directions

Recent Blog Posts

  • Dealing with the Emotional Roller Coaster of a Sustained Bear Market September 23, 2022
  • Don’t Let Stock Market Noise Distract You from Real Investing July 21, 2021
  • Facebook
  • LinkedIn
  • 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.

© 2022 SwitchPoint. All Rights Reserved.
Top