About Deane Retirement
Deane 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 $200 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 ...
Investment Management
Your Individual 401k
You can have professional management of your 401k investments, using investments other than your plan's mutual funds, and still keep your assets in your 401k plan. Eliminate your investing frustrations, time and efforts, and potentially increase your investment performance. Read More ...
Company Retirement Plans
Everyone in your company can have their 401k plan investments professionally managed. Our approach to managing your company 401k plan investments is unique, results-driven, cost effective, easily administered and greatly reduces your company’s fiduciary liability. Read More ...
401k to IRA Rollovers
We'll help you navigate your financial transition into retirement... Pre-Retirement Financial Planning ...
Orchestrate the mechanics and paper work for your IRA Rollovers, 401k to IRA ... Professionally manage your investments ... Provide retirement income when ready. Read More ...