Switchpoint Financial Planning
SwitchPoint Financial Planning is a fee-only retirement planning and investment management firm based in Lehi, Utah, and Chandler, Arizona. Established in 2016, the firm prioritizes a flat fee structure that minimizes conflicts of interest while providing clients with objective advice tailored to their unique financial goals.
With a team of experienced CFP professionals, SwitchPoint specializes in helping clients transition to retirement, invest wisely using evidence-based strategies, and minimize taxes for both clients and heirs. The firm serves clients across the greater Salt Lake City, Provo, and Phoenix areas, as well as nationwide, focusing on building long-term partnerships grounded in trust and expertise.
Generated from the website
