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Lara Herron and Mike Herron offer investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Herron Financial Group LLC is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Lara Herron and Mike Herron, independent agents. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, retain, copy, or disseminate this memo or any part of it. If you have received this memo in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this e-mail is subject to regulatory, supervisory, and law enforcement review. Herron Financial Group LLC, Lara Herron, Mike Herron, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
EVENT DETAILS
ABOUT YOUR HOSTS
Lara Herron
After a professional career in the technology industry, Lara transitioned into financial services and joined New Frontier Wealth Management as a licensed Investment Advisor Representative. She brings decades of experience building trusted relationships, listening carefully to individual needs, and guiding people through complex decisions—skills she now applies to helping individuals, couples, and families navigate their financial lives with clarity and confidence.
Lara is known for her commitment to service excellence, clear communication, and thoughtful problem-solving. She works closely with clients to understand their goals, concerns, and values, and helps develop personalized financial strategies that support life’s many stages—whether planning for the future, managing change, or making informed decisions along the way. Her approach is rooted in trust, transparency, and long-term partnership.
She holds a Bachelor’s degree in Speech Communications with a minor in Business from Texas State University, a background that allows her to explain financial concepts in a clear, approachable, and meaningful way.
Outside of work, Lara enjoys traveling, spending time with family and friends. She is passionate about helping clients feel informed, supported, and confident as they make important financial decisions throughout their lives.
How to build an income plan that you, nor your family will outlive
How the One Big Beautiful Bill Act (OBBBA) will affect your social security and retirement outlook
How to pass your wealth and estate on to your loved ones in the most tax-advantageous ways possible
How to build an estate plan that protects your legacy from probate
Ways you can maximize your benefit in coordination with your retirement fund
Ways to help make your retirement assets work together holistically, reinforcing your retirement goals
What You Will Learn
Wednesday, August 5th or
Tuesday, August 11th
@ 6:00 PM
Roxborough Library
Lockheed Martin Community Meeting Room
8357 N. Rampart Range Rd. #200, Littleton, CO 80125
BONUS: Chick-fil-A will be served at our event as our 'thank you' for joining us!
Mike Herron
Mike is a financial advisor who transitioned out of a successful career in the technology industry to pursue his passion for retirement planning—a field he was drawn to early on after majoring in Finance and developing a lifelong interest in numbers. He specializes in retirement planning, goal‑based financial strategies, and working closely with individuals and families to build clear, practical plans aligned with their long‑term goals.
Mike emphasizes transparency, education, and steady guidance, aiming to simplify financial complexity and support clients through all market conditions. He is committed to building lasting relationships grounded in trust and consistent communication.
Outside of work, Mike enjoys staying current on market trends and spending time with family.
Organize and assess your assets to understand where your money is today
Build a strong income foundation designed to support a lasting retirement
Enhance your plan with tax-advantaged strategies, including properly structured life insurance for flexibility
Optimize Social Security benefits while avoiding common (and costly) tax mistakes
Identify your “Color of Money” to evaluate risk and tax exposure
Create tax diversification strategies to help maximize after-tax income during retirement
What You Will Learn
EVENT DETAILS
Castle Rock Library
100 S Wilcox St
Castle Rock, CO 80104
Wednesday, February 11th @ 6:00 PM or
Thursday, February 12th @ 11:30 AM
BONUS: Chick-fil-A will be served at our event as our 'thank you' for joining us!
Koelbel Library
Meeting Room B
5955 S. Holly St., Centennial, CO 80121
Tuesday, June 23rd
@ 6:00 PM
Protect Your Legacy &
Join us for a Complimentary Workshop covering Social Security, Retirement Income, Estate Planning and Taxes to learn how Enhanced Planning can help protect what you care about most
Wednesday, June 10th
@ 6:00 PM
Koelbel Library
Meeting Room B
5955 S. Holly St., Centennial, CO 80121
BONUS: Chick-fil-A will be served at our event as our 'thank you' for joining us!
Preserve Family Harmony
Create a Retirement Strategy Built to Last
EVENT DETAILS
BONUS: Chick-fil-A will be served at our event as our 'thank you' for joining us!
The Space by Arapahoe Libraries
Meeting Room B
12855 E Adam Aircraft Cir, Englewood, CO 80112
Tuesday, July 28th
@ 6:00 PM
Lara and Mike Herron are a husband-and-wife team who co-founded Powderhorn Financial, bringing complementary strengths, relationship-driven guidance and insurance-based retirement planning expertise, to every client they serve. As licensed insurance agents and Investment Advisor Representatives, they take a holistic approach that ties insurance and investment advisory strategies together into a single, cohesive plan. The firm is built on a foundation of education, trust, and integrity.
Empowering Financial Confidence Through Education, Integrity and Trust.
EVENT DETAILS
BONUS: Chick-fil-A will be served at our event as our 'thank you' for joining us!
Roxborough Library
Lockheed Martin Community Meeting Room
8357 N. Rampart Range Rd. #200, Littleton, CO 80125
Wednesday, August 5th or
Tuesday, August 11th
@ 6:00 PM
Cracking the Retirement Code
Enjoy a catered meal and learn how to prepare for your Retirement! Please join us and learn how you can work toward your retirement goals amidst Taxes, Inflation, and Market Turmoil.
Privately Catered
This session will include real-world examples and practical discussion. All materials will be provided, along with catering from Chick-fil-a, so you can stay focused and engaged throughout.
Seating is limited, register now!
What You'll Learn:
Social Security:
Claiming strategies to maximize your benefits for you and your spouse
Taxes:
Learn how to minimize taxes and disinherit the IRS from your retirement
Longevity:
Build a foundation of income you and your spouse cannot outlive
Asset Allocation:
Why "build, hold, and hope for the best" will not cut it in this new market
Inflation:
Learn strategies to profit from inflation, not just defend against it
BONUS:
Enjoy a complimentary meal at this event as our 'thank you' for joining us!
Lara Herron
After a career in the technology industry, Lara transitioned into financial services and became a licensed insurance agent and Investment Advisor Representative. She went on to co-found Powderhorn Financial, a firm built alongside her husband, Mike, drawing on the relationship-building, active listening, and complex decision-making skills she developed over her corporate career. She now applies those skills to helping individuals, couples, and families protect what matters most through thoughtful insurance and financial planning.
Lara is known for her clear communication and thoughtful problem-solving. She works closely with clients to understand their goals, concerns, and values, helping them find the right insurance solutions to protect their families and support life's many stages, whether planning for the future, managing change, or making informed decisions along the way.
She holds a Series 65 license and is a licensed insurance agent, along with a Bachelor's degree in Speech Communications with a minor in Business from Texas State University, a background that shapes her ability to explain financial concepts in a clear, approachable way.
Mike is an Investment Advisor Representative and licensed insurance agent. He transitioned out of a successful career in the technology industry to pursue his passion for retirement and insurance planning, a field he was drawn to early on after majoring in Finance and developing a lifelong interest in numbers.
He went on to co-found Powderhorn Financial alongside his wife, Lara, and specializes in insurance-based retirement strategies and goal-based financial planning, working closely with individuals and families to build clear, practical plans that protect their long-term goals. His dual licensing lets him bring a holistic approach that connects insurance protection and investment strategy into one cohesive plan.
Mike emphasizes education and steady guidance, aiming to simplify financial complexity and support clients through all market conditions. He's committed to building lasting relationships grounded in consistent communication.
ABOUT YOUR HOSTS
