John Homer

John Homer

Associate

Phone: 801-595-1730
Fax: 801-595-1759
E-mail:

 

Professional Overview
John W. Homer, CLU
Chartered Financial Consultant
John W. Homer is an independent financial advisor specializing in Family Wealth Counseling. He helps clientele with a net worth in excess of $10 million to identify and preserve Human, Intellectual, and Financial Wealth over successive generations. John is president of Oxford Financial Group, Inc. of Salt Lake City, UT.
Areas of Professional Emphasis:
  • Comprehensive and “values based” estate plan design.
  • Charitable Strategies for income and estate tax planning purposes.
  • Application of Life Insurance products for the purpose of providing security and 
    accomplishing personal and business financial objectives.
 
Professional Designations and Licenses:
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Licensed Insurance Counselor (State of Utah)
   
Professional Associations, Recognitions, and Involvement:
  • Past President Salt Lake Estate Planning Council
  • Past Chairman Primary Children’s Medical Center Planned Giving Committee
  • Past President Utah Chapter of the Society of Financial Services Professionals
  • Past President Utah Association of Life Underwriters
  • Life and Qualifying member Million Dollar Round Table
  • Co-Founder of the annual Grant Taggart Symposium at Brigham Young University
  • Founding Sponsor of the Institute of Financial Services at BYU
  • Recipient of the UAIFA Life Achievement Award
  • Recipient of the BLIC Gordon B. Hinckley Achievement Award
  • Board member Planned Giving Committee Deseret Foundation
 
Pledge of Professional Conduct:
“I shall, in the light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.” -CLU Pledge