DUGAS & ASSOCIATES
Our job is to educate our clients on the value of their futures.
Like designing a blueprint before building a house, we teach financial concepts that support your dreams and goals.
Progression in life requires a financial, personal and professional plan. We help you stay consistent to create stability within your goals. Relationship building leads to trust – a lost treasure in today’s society. Your financial future is private to you and your family.
family services
- Assess your Financial Situation
- Financial Preparedness
- Retirement Planning
- Estate Planning Strategies
business owner focus areas
- As an Individual
- As an Owner
- As an Employer
what to expect
As a Financial Planner, I take the time to listen, apply experience and specialized knowledge, and look at all your financial needs and goals. I’ll ask the difficult questions that can help you make decisions suitable for your needs and show you how to create a road map towards your financial future.
Define your dream goals
Design a road map to your future goals
Evaluate the plan and set goals
Discuss recommendations and objectives
Commit to and implement the plan
Review progress toward goals regularly
meet our team
Committed to serving you with respect and integrity.
John Dugas
Financial Planner, CFP®, RICP®, LUTCF®
Paulette Dugas
Marketing Assistant to John Dugas
Brooke McIntyre
Marketing Assistant to John Dugas
What are you waiting for?
