Deane Retirement Strategies
Financial Services in New Orleans, LA
Our highly credentialed in-house staff of experienced specialists comprised of a Certified Financial Planner and nationally recognized retirement specialist with additional certifications in both retirement and estate planning, a Chartered Financial Analyst, and a Professor of Finance, all coordinate their knowledge and skills for your individual benefit. Our company manages over $100 million of customer portfolio assets, and has advised 100's of satisfied customers for over thirty five years.
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Deane Retirement Strategies
read moreDeane Retirement Strategies, fiduciary financial advisors, was founded in New Orleans, La over 45 years ago. We are Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA), managing over $150 million of client assets. Our specialization is retirement financial planning and fee only, discretionary investment management, using individual stocks and bonds, and ETFs. We do not use mutual funds, annuities, or insurance. Our new-client minimum is $1 million. Work with Us. Our Balanced Portfolio Investment Management Strategy appeals to investors of all ages who are seeking reliable growth, reduced volatility, protection of principal, sustainable income when ready, and peaceful nights' sleep.
About Us
read moreRetirement Financial Planning and Investment Management are not standalone activities. Financial Planning without appropriately selected and managed investments that support your plan is flirting with failure. Conversely, investing without first planning is reckless. We integrate both disciplines to achieve optimum results for you. Our customized, retirement financial planning process is far from the typical "fill in the blank", off-the-shelf, planning software used by the majority of retirement financial planners and brokers.
Financial Advisors
read moreOur firm team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) currently manages over $150 million of individual client and 401k plan portfolio assets. Each member of our professional team collectively contributes their expertise, in-depth knowledge, and skills for your personal, individualized benefit. With over four decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement Advisory Team approach insures and provides our clients with long-term continuity of retirement advice and investment management.
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