Switchpoint Financial Planning LLC
About us
We offer comprehensive financial planning. Our distinctive business model puts us on precisely the side of their desk as our customers and we can work with also the middleclass and the ultra-wealthy equally. We are incredibly blessed to be able to work everyday in a career which combines our love of fund with our desire. We are an associate of the National Association of Personal Financial Advisors (NAPFA) which is the country's leading expert institution of Fee-Only financial consultants --trained professionals that are devoted to in the best interests of those they serve. We are also an associate of their X-Y Planning Network, whose assignment will be to connect consumers, no matter assets or era, with all advisers who follow a fiduciary standard.