Families
For over 30 years, Deane Retirement Strategies has guided busy professionals and multigenerational families in New Orleans through life’s financial turning points; from raising children and caring for parents to funding education and building a lifestyle.
Guided by fiduciary, fee‑only discipline, our Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) oversee nearly a quarter of a billion dollars of assets under management.
Your journey begins not with paperwork, but with conversations; learning what keeps you awake and what inspires you. We then build a personalized financial plan that integrates your cash flow today and your dreams for tomorrow. Our investment philosophy? A Balanced Portfolio Strategy: carefully curated through an actively managed mix of individual stocks and exchange traded funds (ETFs) across equities, bonds, precious metals, and select alternative investments that are designed to generate sustainable appreciation and income, reduce volatility, while letting you sleep at night.
As your life evolves with career shifts, college funding decisions, and new home purchases, we continuously refine your plan to protect principal and keep every dollar aligned with its purpose. When you’re ready to reclaim your time and live more intentionally, schedule your complimentary consultation.
We Are Fee-Only Retirement Advisors
Our sole basis of client compensation, as a fee only financial planner, is advisory fees. Our “Fee-Only” (commission free) approach to retirement financial planning and investment management allows us to avoid advisor/client conflicts of interest and always place your best interest first.
Our Advisory Fees are All Inclusive
- Retirement & Wealth Accumulation Planning
- Investment Management
- Retirement Income Management
- Portfolio Performance Reports
- Client Review Meetings
- Concierge Client Services