James Sweeney, CFP®, CFA Switchpoint Financial Planning

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About James Sweeney, CFP®, CFA

I founded Switchpoint to provide holistic, unbiased advice to working professionals – a group that until recently has been either ignored or taken advantage of by Wall Street.

I have years of experience helping young couples and families reach financial independence by structuring a savings plan that works with their lifestyle and then using my investing expertise as a CFA charterholder to grow their nest egg.

If you want to get the most out of every paycheck and every investment account, but you just don’t seem to have the time or the inclination to make sure it’s done right…

If terms like 401k, IRA, ETF, mutual fund, 1099, APR, stocks and bonds are stressing you out…

If you have ambitious goals, but no idea if you are on track to reach them..

Let’s chat. I can help.

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Recently Published

What Every Utah Resident Should Know About Ponzi Schemes

November 26, 2019

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 have suspected for decades: Utah has the highest number of Ponzi schemes per capita in the country. Despite the fact that so many Utahns have fallen victim to unscrupulous financial […]

The post What Every Utah Resident Should Know About Ponzi Schemes appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah.

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Understanding Financial Advisor Credentials, Titles and Terms

October 21, 2019

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 industry is the wild west when it comes to the different titles and terms used by financial advisors. Most other professions have clear titles and requirements to use those titles – such as […]

The post Understanding Financial Advisor Credentials, Titles and Terms appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah.

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Huge Tax Savings Using Net Unrealized Appreciation (NUA) Rules

September 25, 2019

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 stock from your plan and pay lower capital gains tax rates on the gains, instead of ordinary income rates normally paid on 401k withdrawals. But the strategy isn’t for […]

The post Huge Tax Savings Using Net Unrealized Appreciation (NUA) Rules appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah.

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Medical Professionals
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly fee: $400/mo
  • Hourly: $150/hr

 

SEC Records

States Registered

  • Arizona
  • Utah

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