Our Firm's History

As the investing and planning environment evolved over the decades, Deane Retirement Strategies has remained a leader in the industry, adding state-of-the-art financial and retirement planning services to leading-edge asset management, resulting in today's holistic approach to meeting our clients’ needs.

The 35-Year Evolution of Our Service

1973

~ Provided Stock and Bond Advice and Brokerage Services on a Commission Basis

1975

~ Introduced IRA Rollover Specialization

* Team Credentials - The 1st IRA Rollover Specialists in Metropolitan New Orleans

1981

~ Integrated Financial and Retirement Planning with Asset Management

* Team Credentials - The 100th Certified Financial Planner (CFP) in the Country - www.cfp.net/learn

1987

~ Introduced "Fee-Based Portfolio Management"

~ Assimilated Independent, 3rd Party Asset Managed Accounts into Client Portfolios

1996

~ Excelled in "Retirement Feasibility Assessments" and "Cash Flow Strategies"

* Team Credentials •Certified Retirement Counselor (CRC) - www.infre.org
•Professor of Finance (PhD)

~ Coupled Fee-Based Planning with Fee-Based Portfolio Management

1997

~ Gives Back to The Financial Community

* Team Credentials - Chairman of the National CFP Board of Ethics and Professional Review

1998

~ Introduced Estate Planning for Retirement Assets

* Team Credentials - Certified Estate Advisor (CEA) - www.nafep.com

2002

~ Enhanced In-House Professional Portfolio Management Capabilities

* Team Credentials - Chartered Financial Analyst (CFA) - www.cfainstitute.org

2004

~ Enriched IRA and Retirement Specialization Capabilities

* Team Credentials - Ed Slott Trained “Master Elite IRA Advisor” - www.irahelp.com

2007

~ Enhanced Fiduciary Oversight

* Team Credentials - Two Accredited Investment Fiduciaries (AIF) - www.fi360.com/main/about.jsp

~ Firm becomes an SEC Registered Investment Advisor (RIA)

~ Committed to a 100% Fee-Only Compensation Structure

Today

Over the past 35 years, using our Four-Phase Process, our firm has successfully integrated professional leading-edge asset management with state-of-the-art financial and retirement planning, resulting in our current holistic approach to meeting each client's needs.

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