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
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.
What do March Madness, Monkeys, and Mutual Fund Managers Have in Common?
April 17, 2019Two of my favorite things in the world are basketball and investing. While watching March Madness, I couldn’t help but think of some parallels to the world of investing. Let’s Make Some Noise The first parallel has to do with noise. I don’t mean the yelling and screaming kind – though there is certainly a […]
The post What do March Madness, Monkeys, and Mutual Fund Managers Have in Common? appeared first on Fee Only Financial Advisor | Flat Fee | Switchpoint Financial.
Asset Location – An Overlooked, but Effective Tax Strategy
March 18, 2019Asset location can help you significantly increase your after-tax retirement income, without saving more, retiring later, or trying to “beat the market”. Asset Location vs Asset Allocation You may have heard the term asset allocation. This is simple the process of diversifying your portfolio across different types of investments or “asset classes” such as stocks, […]
The post Asset Location – An Overlooked, but Effective Tax Strategy 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
