The Freedom to Enjoy Retirement.
The Confidence That It’s Managed Right.
For over 30 years, Deane Retirement Strategies has provided fiduciary, fee-only wealth management to New Orleans families. We handle the complexities of investing so you can focus on living.
About Our Firm
Who we serve
Our Balanced Portfolio Investment Management Strategy appeals to investors of all ages who are seeking reliable growth, reduced volatility, protection of principal, and sustainable income when you are ready.
What we do
As Retirement Financial Advisors, we use our extensive knowledge, experience, and expertise in retirement issues to guide retirees, near retirees, and wealth accumulators toward Financial Peace of Mind and Freedom to Enjoy Life.
Who we are
Our firm’s team of Certified Financial Planners® (CFP®) and Chartered Financial Analysts® (CFA®) currently manages over $250 million of individual client and 401k plan portfolio assets.
Your Individual 401(k)
You can have professional management of your 401(k) investments, using investments other than your plan's mutual funds, and still keep your assets in your 401(k) plan. Eliminate your investing frustrations, time and efforts, and potentially increase your investment performance.
Company Retirement Plans
Everyone in your company can have their 401(k) plan investments professionally managed. Our approach to managing your company 401(k) plan investments is unique, results-driven, cost effective, easily administered, and greatly reduces your company’s fiduciary liability.
401(k) 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, 401(k) to IRA ... Professionally manage your investments ... Provide retirement income when ready.
What our clients say about us
