Mr. Jefferies leverages his experience as a fee only financial planner to provide articles that are of great value to investors preparing for retirement. His areas of expertise include investment management, retirement planning, estate issues, and taxes. Many of his writings have attacked stockbrokers and insurance agents for referring to themselves as "financial advisors," a term that confuses the public and does not describe what these professionals are paid to do. He is a proponent of working with a financial planner who accepts a fiduciary obligation to his or her clients, which means the planner must always do what is in the client's best interest.
Mr. Jefferies is a member of the National Association of Personal Financial Advisors (NAPFA) and a candidate for CFP™ certification. He possesses an MBA and bachelor's degrees in Finance and Marketing from the University of Utah. Previously, Lon has written articles for local magazines such as Business Connect and Utah Business Magazine, and has consistently contributes articles to online magazines such as FIGuide.com. Lon has been quoted nationally in publications such as the NY Times and Investment News. Lon's FiLife.com profile and articles can be viewed at http://www.filife.com/
View Lon's blog at http://www.utahfinancialadvisor.blogspot.com, and learn more about Net Worth Advisory Group at http://www.networthadvice.com
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Fee-Only Financial Planner
Net Worth Advisory Group
6975 Union Park Center, Suite 465
Midvale, UT 84047