Jesus Lara, Financial Professional with New York Life

Jesus Lara, Financial Professional with New York Life Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before

making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

5805 Blue Lagoon Dr.
Suite 310
Miami, FL 33126

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
01/13/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 ...
12/30/2025

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/3L85k5a

If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending snea...
12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/4j7Nxrg

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

Required minimum distributions can feel complex but managing them is an essential piece of a client’s overall financial ...
12/11/2025

Required minimum distributions can feel complex but managing them is an essential piece of a client’s overall financial strategy. Whether tackling RMDs from traditional accounts or considering Roth conversions, taking a holistic approach will help to minimize tax liabilities, strategize timing for withdrawals, and preserve wealth for the next generation. Read this article to learn more about effective RMD strategies and how we can partner to strengthen our client relationships. https://bit.ly/4agrGM1

Smart planning and strategic management of distributions from your own or inherited retirement accounts can boost their ...
12/10/2025

Smart planning and strategic management of distributions from your own or inherited retirement accounts can boost their value and better align them with your estate and business goals. Curious how? This article describes best practices such as working with top financial professionals, exploring stretch IRAs, and integrating accounts into trusts to optimize wealth transfer and minimize estate taxes. When you’re ready to learn more rules of the road, let’s look at how these strategies can secure your retirement and protect your legacy for generations to come. https://bit.ly/4oQCLHc

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it do...
12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/4rtYQh8
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from ...
11/20/2025

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from New York Life explores how a thoughtful financial strategy might bring confidence, clarity, and a sense of calm during uncertain times:
https://nyl.co/43IYTLP

Want to talk about what that kind of confidence could look like for you? Let’s connect.

"Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!"
11/12/2025

"Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!"

Address

5805 Blue Lagoon Drive Suite 310
Miami, FL
33126

Telephone

+13057932567

Website

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