James Sweeney, CFP®, CFA SwitchPoint Financial Planning
- 2901 W Bluegrass Blvd, Suite 200-26 , Lehi, UT 84043
- (801) 753-8538
- Wnzrf@FjvgpuCbvagSvanapvny.pbz
- http://www.SwitchPointFinancial.com
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.
Recently Published
Don’t Let Stock Market Noise Distract You from Real Investing
July 21, 2021“The expectations market is about speculation. The real market is about investing. The stock market, then, is a giant distraction to the business of investing.” — John C. Bogle, The Little Book of Common Sense Investing Today, let’s reflect on one of the most frequently asked questions I hear from investors: “How am I […]
The post Don’t Let Stock Market Noise Distract You from Real Investing appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah.
Why Your Dimensional Fund (DFA) Portfolio Has Underperformed And What to Do About It
January 25, 2021If 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 […]
The post Why Your Dimensional Fund (DFA) Portfolio Has Underperformed And What to Do About It appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah.
Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You
December 18, 2019Earlier 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 […]
The post Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah.
Ideal Clients
- Baby Boomers
- Charitable Giving
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
Fee Options
- Monthly fee: $400/mo
- Quarterly: $1200/qtr
SEC Records
States Registered
- Arizona
- Utah
