1. PRLog Home
  2. Business Index
  3. Pressroom Index
  4. Press Releases Home
  1. About
  2. Press Room
  3. Contact

About

Lon stresses consistent communication with his clients. Consequently, he meets with his clients individually every six months to review portfolio performance, address questions and concerns, and update financial plans and investment policy statements. These relationships revolve around integrity, respect, and a shared mission. Transparency is emphasized so clients understand their investment risks and all fees involved.

View Lon's blog: utahfinancialadvisor.blogspot.com