Deane Retirement Strategies | Retirement Financial Advisor in New Orleans | Retirement Financial Planner | Fee-Only Financial Advisor

  • Home
  • Our Expertise
  • Why Choose Us
  • Investment Management
  • Our Team
  • Contact Us

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 ...

Everything in a Nutshell

Retirement Financial advisor new orleans for Retirement Planning

  • • Customized Retirement Planning
  • • Astute Investment Management
  • • Sustainable / Controllable Income
  • • Reasonable Management Fees
  • • Fee-Only ... No Commissions
  • • Fiduciary Management ... You First
  • • Peace of Mind & Free to Enjoy Life
  •  

Investment Management

Investment Management Retirement Financial advisor new orleans

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. Our Investment Track Record speaks for itself. Read More ...

The Retirement Specialists in New Orleans and Southeast LA for Over 45 Years


Retirement Financial advisor new orleans

We are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators & Company Retirement Plans

Our Platform is designed for portfolios over $1 million

Covid-19 Alert      For your protection during this health crisis, your meeting with our team will be via a secured video conference on your home computer.

Your Individual 401k

Wealth Accumulation Retirement Financial advisor new orleans

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

IRA Rollovers Retirement Financial advisor new orleans

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 ...

Meet Us

Schedule
 Your Initial Consultation 

Covid-19 Alert
Meetings Via Secure
Video Conference
on Your Home Computer

Contact Information

504-582-2345

ldeane@deaneretire.com

Energy Centre - Poydras at Loyola
Deane Retirement Strategies
1100 Poydras Street, Suite 2065
New Orleans, Louisiana 70163

Search

Client Login

Disclosures/Privacy/Form CRS

  • Facebook
  • Google+
  • YouTube

Deane Retirement Strategies is a Fee Only Financial Advisor combining Financial Planning with Investment Management
© 2023 NEW ORLEANS LOUISIANA