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 make good financial decisions and avoid costly mistakes.
(family, friends, personal interests, life goal, travel etc.) Managing and coordinating your financial affairs, allowing you the opportunity to focus on those things most important to you.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 do NOT share your details with anyone under any circumstances.We provide fiduciary Fee-Only Wealth Management on an ongoing basis for affluent pre-retirees and retirees. If you rather contact the researchers via email, please message us at and we’ll put you in touch with them.Īll communication is encrypted and kept secure, and identities are protected. Alternatively, you can communicate with the author(s) of the (upcoming) report by sending a direct message to them. If you would like to share your experience with ARQ WEALTH ADVISORS, submit an anonymous tip, or add any document related to this investigation, you can do it by adding your comments below. The concluded investigation report may contain information on violation of company policy/rules, law, regulation, or threat to public interest/national security, as well as fraud, and corruption. Once published, we do NOT allow any sort of editing, tampering, or removal of the report.ĭefaulters welcomes any user who wants to use our platform to expose secretive information or activity within an organization that is deemed illegal, unethical, or not correct. Whenever our esteemed contributors alert us of a serious allegation against a subject, we strongly suggest investigating the claims thoroughly before publishing the report.
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