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

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Financial Advisors Deane Retirement Strategies TeamWho’s Taking Care of Your Money?

Meet Our Team of highly credentialed, experienced Retirement Financial Advisors…We are Your Retirement Financial Advisors in New Orleans and Southeast Louisiana

Our firm team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) currently manages over $200 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. Our clients are clients for life.

 

 

Linda Laborde Deane, CFP, CRC, AIF

Our Founder and President

 

Linda Deane Certified Financial Planner - CFP

Linda loves South Louisiana – its history, its magnificent architecture, and most importantly, its people. She spends many weekends volunteering as a walking tour guide of the French Quarter… Read More

 

 

Todd C. Tillery, CFA, AIF

Our Portfolio Manager

 

Todd Tillery Chartered Financial Analyst - CFA

Todd parlays a patient, conservative investment strategy and a love of reading into an ability to daily examine stacks of news and research in pursuit of the best investment opportunities for our clients … Read More

 

 

Keith L. Deane, CFP, CRC, AIF

Our Retirement Specialist

 

Keith Deane Certified Financial Planner - CFP

Keith has maintained a contributing presence at Deane Retirement Strategies for over a decade, joining our team full time in 2010. After earning degrees in both Finance and Financial Planning from … Read More

 

 

Janet S. Hyver

Our Client Coordinator

 

Janet Hyver Ed Slott Advisor

Janet’s 40 years of experience in the investment industry, the majority of which are devoted exclusively to serving near retirees and retirees, was put to the acid test and brought close to home when … Read More

 

 

Michael T. Yest, Ph.D of Finance, CFA

Our Performance Reporting Consultant

 

Myke Yest Chartered Financial Analyst - CFA

Myke is an educator at heart. Whether he’s analyzing our clients’ portfolio performance data, or helping a class of undergraduates or graduate students at Tulane’s … Read More

 

 

Donna D. Thompson

Our Technical Liaison

 

Donna Thompson Deane Retirement Strategies

After seventeen years in the New Orleans Carnival industry, meeting with Mardi Gras clients and vendors, Donna assumed the position of technical liaison with our firm. She’s the friendly, caring voice … Read More

 

 

 

 

 

 

 

Our Team’s Accreditations and Affiliations

 

National Association of Personal Financial Advisors (NAPFA)Linda Deane and Keith Deane are NAPFA-Registered Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

 

 

Certified Financial Planner (CFP)Linda Deane and Keith Deane are CERTIFIED FINANCIAL PLANNERS

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. CFP® professionals must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

 

 

Accredited Investment Fiduciary®Linda Deane, Keith Deane and Todd Tillery are Accredited Investment Fiduciaries

Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

 

 

NAPA National Association of Plan AdvisorsLinda Deane, Keith Deane, and Janet Hyver are members of The National Association of Plan Advisors (NAPA)

The National Association of Plan Advisors is a non-profit professional society. NAPA, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. It is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.

 

 

Financial Planning AssociationLinda Deane is a member of The Financial Planning Association

FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

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ldeane@deaneretire.com

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

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Deane Retirement Strategies is a Fee Only Financial Advisor combining Financial Planning with Investment Management
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