James Sweeney, CFP®, CFA SwitchPoint Financial Planning
- 2901 W Bluegrass Blvd, Suite 200-26 , Lehi, UT 84043
- (801) 753-8538
About James Sweeney, CFP®, CFA, MBA
I founded SwitchPoint to provide holistic, unbiased advice to working professionals who are ready to start planning for retirement.
I have years of experience helping individuals and families plan for and transition to retirement.
My flat fee business model removes the conflicts of interest inherent in traditional commission and % of asset models and allows me to focus 100% on the needs and goals of my clients.
If you are ready to get serious about retirement (whether you’re 10 years or 10 days away), let’s chat. I can help you understand where you stand today and then design and implement a plan that works for you.
If your financial advisor uses Dimensional Fund Advisor (DFA) funds, odds are you’ve been underperforming the broad market for a while. That’s not comfortable. Even a patient investor may be wondering whether Dimensional and/or their financial advisor have lost their mojo. Whether you’re invested in DFA funds or any other investment, there are several reasons […]
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 few decades ago, index funds are now becoming mainstream. It’s easy to see the appeal: broad diversification for a fraction of the cost of traditional mutual funds. And now we have […]
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 […]