Description: SwitchPoint Financial Planning is a fee-only retirement and investment management firm based in Lehi, Utah. We offer unbiased, expert advice for a flat fee.
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As flat fee-only fiduciaries, we have no products to push. Our singular objective is to help you achieve your financial goals.
We act as fiduciaries at all times and specifically designed our flat fee structure to minimize conflicts of interest and provide our clients with unbiased advice tailored to their unique situation and goals.