Switchpoint Financial Planning, LLC is a registered investment adviser based in Solon, Ohio. As a fee-only fiduciary, the firm is committed to providing objective financial advice that serves the best interests of its clients. The company specializes in helping individuals and families navigate significant life transitions, such as retirement, inheritance, or the loss of a spouse. Their core services include retirement planning, investment management, tax planning, and estate planning, all integrated into a holistic financial strategy.

Founded in

United States