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

Asset Location – An Overlooked, but Effective Tax Strategy

March 18, 2019

Asset 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.

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Portfolio over $1M? You’re Paying Your Financial Advisor Too Much

January 16, 2019

For decades the status quo in the financial advisory world has been to charge clients around 1% of assets under management. This fee arrangement has many advantages. Unfortunately, most of those advantages are enjoyed by the advisors, not the clients. But since accounts in excess of $1,000,000 provide advisors with such huge profit margins, you […]

The post Portfolio over $1M? You’re Paying Your Financial Advisor Too Much appeared first on Fee Only Financial Advisor | Flat Fee | Switchpoint Financial.

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5 Productive Things to Do During a Stock Market Correction

December 14, 2018

Stock market corrections are never comfortable. Unfortunately, they’re also not very rare either. In fact, the market has historically averaged a dip of about 14% at some point during each year. Of course, there are some years, like last year, when the market is so quite it seems like there’s little risk to investing in […]

The post 5 Productive Things to Do During a Stock Market Correction appeared first on Fee Only Financial Advisor | Flat Fee | Switchpoint Financial.

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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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