James Sweeney, CFP®, CFA Switchpoint Financial Planning
- 2901 W Bluegrass Blvd, Suite 200-26 , Lehi, UT 84043
- (801) 753-8538
- James@SwitchPointFinancial.com
- http://www.SwitchPointFinancial.com
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.
Recently Published
19 Questions You Should Ask Your (Prospective) Financial Advisor
July 15, 2019Are 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 Fee Only Financial Advisor | Flat Fee | Switchpoint Financial.
Do You Have an Investment Philosophy You Can Stick With?
June 10, 2019David 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 Fee Only Financial Advisor | Flat Fee | Switchpoint Financial.
Approaching Retirement? Avoid These 5 Common Pitfalls
May 18, 2019While 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 levels of anxiety. Helping relieve this anxiety is one of the most satisfying parts of being a financial advisor. Often, I see investors hyper-focus on the one thing over […]
The post Approaching Retirement? Avoid These 5 Common Pitfalls appeared first on Fee Only Financial Advisor | Flat Fee | Switchpoint Financial.
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
