John W. Homer

John W. Homer

Associate, not affiliated with Hornor, Townsend & Kent, Inc.

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 and strategist who specializes in Estate and Retirement Planning.  He works with his clientele to create financial plans that increase spendable retirement income and shield that income from six specific threats during retirement.  He is president of Oxford Financial Group, Inc. of Salt Lake City, UT. 

 

Areas of Professional Emphasis:

 

  • Financial and Estate Planning Strategies for retired individuals and couples.
  • Application of Life Insurance products for the purpose of providing security and accomplishing personal and business financial objectives.
  • Charitable Strategies for income and estate tax planning purposes.

 

Professional Designations and Licenses:

 

  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Licensed Insurance Counselor (State of Utah)
  • Securities Licensed – Series 6, 63, 65

 

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 Insurance and Financial Advisors.
  • Life and Qualifying member Million Dollar Round Table
  • Co-Founder of the annual Grant Taggart Symposium at Brigham Young Univ.
  • Past 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