Author Archives: Lon Jefferies

What to Look For in an Insurance Agent

By Lon Jefferies | Published: June 30, 2010
For about 25 years, I had my property and casualty insurance with Jim, an agent who only sold the products of a single, well-known insurance company. In the insurance world, he is called a “captive” agent. Why did I choose Jim? Like many other people, I used the agent my father had when [...]
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“In-Service” Distributions from 401(k)s

By Lon Jefferies | Published: May 17, 2010
Many people work for employers who offer a less-than-desirable 401(k) plan. Unfortunately, many 401(k) plans offer only a limited number of investment options, which prevents plan participants from diversifying their retirement account. Additionally, a 401(k) may offer only investments with average to poor performance track records. Finally, some 401(k) plans [...]
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How to Live the Life You’ve Imagined

By Lon Jefferies | Published: May 13, 2010
What makes Net Worth Advisory Group different from other financial advisors? Why is it crucial to work with a financial planner who accepts a fiduciary responsibility to always act in your best interest? What are the economic and emotional benefits of having a comprehensive financial plan? View the six-minute video titled “Your [...]
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More Emphasis on Investment Costs

By Lon Jefferies | Published: May 13, 2010
The financial advisors at Net Worth Advisory Group are strong believers in full disclosure. We strongly believe every investor should know exactly what they are paying, and should receive value and service that is equivalent to that fee. The sad reality is, most investors have no idea what fees they are paying, [...]
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How To Live the Life You’ve Imagined

By Lon Jefferies | Published: May 12, 2010
What makes Net Worth Advisory Group different from other financial advisors? Why is it crucial to work with a financial planner who accepts a fiduciary responsibility to always act in your best interest? What are the economic and emotional benefits of having a comprehensive financial plan? View the six-minute video titled “Your Path to a Worry-Free [...]
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Another Example of How Financial Plans Prevent Mistakes and Reduce Heartburn

By Lon Jefferies | Published: May 10, 2010
Most financial advisors had a long, rough day last Thursday. Their phones rang off the hook with clients calling in a panic, anxious to sell their positions, looking for information, and hoping for reassurance. Of course, that was the day the DOW dropped 1,000 points in less than twenty minutes. Counter to [...]
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8 Tips to Having a Supercharged 401(k)

By Lon Jefferies | Published: April 21, 2010
For many, the 401(k) is one of the largest asset they will own in their lifetime. Don’t you deserves to have a “lean mean muscle machine” of a plan? Everyone should take the time to speak to a financial advisor to ensure they have the most efficient 401(k) possible. Here are [...]
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Is it Worth Tuning-Up Your 401(k)?

By Lon Jefferies | Published: April 12, 2010
Net Worth Advisory Group is currently offering a special where we analyze a client’s 401k plan and develop an optimized portfolio utilizing the investment choices offered. In most cases, the cost for this service will be $250. Some might wonder “wouldn’t I be better off simply investing that $250?” or “can [...]
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By Lon Jefferies | Published: April 7, 2010
I’d like to pass on an article from one of my fee-only financial planning associates, Mr. Tom Posey, CFP, J.D: I’ve had it. I’m calling out an all-too-popular financial fallacy these days. It goes like this: “Stocks? Diversification? Who needs ‘em! Just look at the last ten years. ‘The Lost Decade.’ The [...]
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A Change of Scenery

By Lon Jefferies | Published: March 31, 2010
Net Worth Advisory Group has been busy preparing to move to a new office location. As of April, our address is: Net Worth Advisory Group 9980 South, 300 West Suite 110 Sandy, Utah 84070 As always, we offer complimentary consultations to learn how we can add value to your financial planning efforts. Please stop [...]
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