Switchpoint Financial Planning LLC

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2901 W Blue Grass Blvd Ste 200-26
Lehi, UT 84043
+1 (801) 753-8538
https://switchpointfinancial.com

SwitchPoint Financial Planning LLC is a fee-only financial advisory firm located in Lehi, Utah, and Chandler, Arizona, specializing in retirement planning and investment management. With a team of experienced CFP professionals, the firm focuses on helping clients achieve financial independence through evidence-based investment strategies and a flat fee structure that eliminates conflicts of interest.

Established in 2016, SwitchPoint is dedicated to providing objective, professional advice tailored to each client's unique goals, fostering long-term partnerships rather than transactional relationships. They cater to a diverse clientele, including high earners and those seeking to optimize their financial futures, ensuring a personalized approach to wealth management.

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United States›Utah›Lehi›Switchpoint Financial Planning LLC

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