Switchpoint Financial Planning LLC

About

SwitchPoint Financial Planning | Fee-Only Financial Advisor | Flat Fee SwitchPoint Financial Planning Menu Schedule an Introduction info@switchpointfinancial.com 801-753-8538 Facebook-f Linkedin-in Client Login Experienced, flat-fee fiduciaries Retire with Confidence We offer retirement planning and investment management for a flat fee. Our singular objective is to help you achieve your financial goals. Learn More Contact Us Trust We’re fee-only (flat fee) fiduciaries. That means no kickbacks, commissions, or hidden fees. Period. Just objective, professional advice focused on you, not a product. Expertise Since our founding in 2016, our team of CFP® professionals has helped dozens of clients successfully navigate the transition to retirement. It’s what we do. Attention Unlike traditional brokers and sales reps always looking for the next sale, we strive to understand our clients’ evolving needs and build long-term partnerships.. We Can Help You SwitchPoint is a financial advisory and investment management firm based in Lehi, Utah and Chandler, Arizona. We help our clients achieve and maintain financial independence utilizing investment strategies backed by decades of academic research. We act as fiduciaries at all times and specifically designed our flat fee structure to minimize conflicts of interest and provide our clients with unbiased advice tailored to their unique situation and goals. Plan for and transition to retirement Invest wisely - using an evidence-based approach

Key Contact