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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Switchpoint Financial Planning LLC

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Lehi, UT
Switchpoint Financial Planning LLC

Switchpoint Financial Planning is a fee-only financial planning and investment management firm.

Our mission is to empower our clients to reach their financial goals by providing direction, discipline and expertise. Our comprehensive approach is focused on simplifying your financial life so you can focus on what matters most.

07/10/2020

This article is even more relevant in today's ultra-low interest rate environment. Paying your advisor 1% on a bond portfolio yielding the same 1%? That means you're taking all the risk and your advisor is taking the entire yield for himself. Not sure how you can justify that.

In today’s interest rate environment, investors (especially those in retirement) are scrambling to find ways to increase the yield of their investment portfol

12/18/2019

https://switchpointfinancial.com/why-your-financial-advisor-doesnt-use-index-funds-and-how-its-hurting-you/

Earlier this year, index fund assets surpassed actively-managed funds for the first time ever. Initially ridiculed and ignored when they were first introduced a

11/26/2019

https://switchpointfinancial.com/utah-ponzi-schemes/
Sadly Utah is the Ponzi scheme capital of the U.S. See why and how to protect yourself and your family.

In 2019, Jordan Maglich of PonziTracker.com released a 10-year survey of Ponzi schemes in the U.S. What he found confirmed what many Utah financial advisors hav

10/21/2019

https://switchpointfinancial.com/financial-advisor-credentials-titles-terms/

What’s the difference between a financial advisor and a financial planner? Between fee-only and fee-based? Between CFP® and CFA®? The financial services

09/25/2019

https://switchpointfinancial.com/huge-tax-savings-using-net-unrealized-appreciation-nua-rules/

If you own employer stock in your 401k and you're thinking of retiring soon, this is something to consider.

Do you have company stock in your 401(k) plan? Net Unrealized Appreciation rules could save you thousands in taxes. NUA rules allow you to withdraw company stoc

09/10/2019

https://vimeo.com/354273930

Learn how you can get the most out of your retirement.

07/15/2019

https://switchpointfinancial.com/19-questions-ask-financial-advisor/

Are you trying to decide who to hire as your new financial advisor or wondering if the one you have is acting in your best interests? With so many opinions and

06/10/2019

https://switchpointfinancial.com/do-you-have-an-investment-philosophy-you-can-stick-with/

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." I've

05/18/2019

https://switchpointfinancial.com/approaching-retirement-avoid-these-5-common-pitfalls/

While retirement is often depicted as relaxing and carefree, the reality is that the financial uncertainty of leaving behind a steady salary can lead to high le

04/22/2019

https://switchpointfinancial.com/march-madness-monkeys-mutual-fund-managers/

Two of my favorite things in the world are basketball and investing. While watching March Madness, I couldn’t help but think of some parallels to the world of

Address

2901 W Bluegrass Boulevard, Suite 200/26
Lehi, UT
84043

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18017538538

Website

https://switchpointfinancial.com/

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