Your money is not your wealth

YOUR TIME IS

With our personalized advisory program we provide you with proven steps designed to your individual dreams and goals, always with your future in mind.

 

Your money is not your wealth

YOUR TIME IS

With our personalized advisory program we provide you with proven steps designed to your individual dreams and goals, always with your future in mind.

 

Your money is not your wealth

YOUR TIME IS

With our personalized advisory program we provide you with proven steps designed to your individual dreams and goals, always with your future in mind.

 

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 with objectivity. I’ll ask the difficult questions that will help you make decisions suitable for your needs and show you how to create a road map to a comfortable future.

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Define your dream goals

Design a road map to your future goals

Evaluate the plan and set goals

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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

New Business Specialist & Durango Office Manager

Gwyn Adams

Gwyn Adams

Property & Casualty Specialist
Marketing Assistant to John Dugas

Jamie Valverde

Property and Casualty Specialist Marketing Assistant to John Dugas

Liz Goodner

Personal Lines – Customer Service Specialist

Mary Ocken

Property & Casualty Specialist

Jennifer R. Martinez

Financial Planning & eMoney Specialist

What are you waiting for?