Duane M Lara

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.  

I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.

My Mission

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes hard work, discipline, and strategic financial planning.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. As your Financial Representative, I will listen, clarify, and work diligently to help you prioritize your goals and aspirations before designing a financial strategy that will help you achieve your vision for the future, and be ready whatever tomorrow may bring.