In implementing our clients' investment portfolios we employ a disciplined investment approach that is supported by decades of academic research. Instead, we take a holistic approach to wealth management and use our expertise to help you accomplish your goals. Thus we remove the incentive that most advisors have to take unnecessary investment risk and discourage clients from paying off debt, spending in retirement or giving away money during their lifetime. Unlike most fee-only advisors, we do not charge a % of the assets we manage. Our unique flat-fee business model puts us on the same side of the table as our clients. Switchpoint Financial Planning is a fee-only financial planning and investment management firm based in Lehi, Utah and serving clients in the greater Salt Lake City and Provo areas, as well as Mesa, Arizona and virtually t hroughout the country. We provide financial planning and investment advisory services that will help you toward all your financial goals. Don`t wait-make the contact now.Ĭheck out our website-It will lead you to vast and comprehensive stores of knowledge. His training-mathematician, psychologist, manager, financial planner-combine to make a formidable ally for any client seeking to reach his or her financial goals. He holds undergraduate and graduate degrees in mathematics and psychology and practiced as a psychologist in private and public service for sixteen years.
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Jon Ford is an investment advisor representative for Commission Free Financial Planning Solutions, Inc. People discover that with Commission Free Financial Planning Solutions, Inc., being financially secure and independent does not mean being alone. We sell n o products, which reduces the risk of a conflict of interest and increases the chances that our clients purchase only those investments, insurance policies, and other financial products that increase the chances of reaching your goals. See MoreĪs a company that specializes in offering fee-only comprehensive financial planning and investment services, we provide an opportunity for you to become a part of a new and unique financial/investment planning service.
Helping you achieve your lifestyle and retirement goals.Ĝreating a strategy and putting a plan in place to get you from where you are now to where you want to be.
We help you on your journey toward long-term financial success by: Our wealth management service is a combination of customized investment management based on your goals, values, desires and objectives AND per sonal financial planning that may involve retirement planning, estate planning, college funding, retirement distribution options, cash flow/saving strategies, wealth preservation and risk management.Ĭontinuum Wealth Management brings all areas of your personal and financial life together into an actionable plan. We provide fiduciary Fee-Only Wealth Management on an ongoing basis for affluent pre-retirees and retirees.
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