WE GUIDE YOU TO AND THROUGH RETIREMENT
Duane Lehr is a Certified Financial Planner, a Financial Advisor and a Personal Tax Advisor with over 24 years of experience.
With Duane Lehr
Prepare for the future with confidence. Together, we will work toward your financial goals, plans, and concerns for the future.
Model Portfolio Investing
Model Portfolio investing is based on the proven and tested principles of Asset Allocation and Diversification.
Portfolio Analysis
What are your plans for your assets? We help you determine the best course of action.
Retirement Planning
Whether you have already established a Retirement Savings Plan or are just beginning, it is never too late to begin saving.
Tax Planning
The biggest mistake many people make is to wait until April to concern themselves with their taxes.
WELCOME TO DuaneLehr.com
As life changes, so do your financial goals. Our mission is to make sure you stand by your goals and adjust them when you feel the need to do so. With more than 25 years of experience on our side, we are happy to provide various strategies and products that will meet your needs. We believe in providing quality services and even better results. From discussing model portfolio investing, portfolio analysis to retirement planning and tax planning, we do it all to help you feel at ease.
About Us
Duane Lehr
Duane Lehr is a well-known personal financial and tax educator in the West Kootenay area of British Columbia. He has developed extensive experience in counseling retirees, and those about to retire, who want to protect their principal and ensure that their money lasts. Duane’s counseling focuses on helping his pre-retiree and retiree clients plan their retirement, focus their mindset for retirement, avoid the most common financial mistakes, and most importantly manage their money. Mr. Lehr has taught people how to preserve their assets, increase their income and reduce income taxes......
