2901 W Bluegrass Blvd Suite 200-26, Lehi, Utah, 84043, United States
About Switchpoint Financial Planning LLC
Established 3 2014
We provide comprehensive financial planning to professionals and families. Our business model sets us on the same side of this table as our clientele and allows us to work with the ultra-wealthy and the. We feel incredibly blessed to have the ability to work regular in a lifetime career that combines our love of fund with all our need. We are a member of the National Association of Personal Financial Advisors (NAPFA) which can be the country's leading professional institution of Fee-Only financial advisors--highly trained professionals who are committed to working in the needs of the people they serve. We're also a member of this XY Planning Network, whose assignment will be to connect users, regardless of assets or era, with consultants that follow a hierarchical standard.
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