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

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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19 Questions You Should Ask Your (Prospective) Financial Advisor

July 15, 2019

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 convincing sales pitches out there, it can feel like an impossible task. A couple of years ago Jason Zweig, a consumer advocate and writer […]

The post 19 Questions You Should Ask Your (Prospective) Financial Advisor appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah.

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Do You Have an Investment Philosophy You Can Stick With?

June 10, 2019

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 been thinking a lot about that quote the last few months. 2018 was one of the first negative years we’ve experienced in the stock market in a while. And […]

The post Do You Have an Investment Philosophy You Can Stick With? 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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