Utah Business Magazine – What to Look For in a Financial Advisor

One of Net Worth Advisory Group’s advisors, Lon Jefferies, was honored to have the opportunity to write an article for Utah Business Magazine focusing on what you should look for in a financial planner. The article, titled “Adding it Up: Advisors Help You Get the Most for Your Money,” appeared in the February 2010 issue and advises people to focus on a couple key issues:

• Look for a fee-only financial advisor
• Make sure your advisor is a Certified Financial Planner
• Your planner should accept a fiduciary responsibility to act in your best interest. No exceptions!
• Your advisor should provide you with a written comprehensive financial plan
• You should be meeting with your advisor at least once a year to update your plan, review performance, and ensure your actions reflect your changing goals

Swing by a news stand and check it out.