Is There A Fit For Our Working Together?
Deane Retirement Strategies provides financial and retirement planning and portfolio management on a "fee-only" basis for both singles and couples who are normally within ten years of retirement or already retired. Our clients are successful professionals, business owners, and executives and middle-management of corporations and industry.
Our clients span the river, encompassing metropolitan New Orleans and the Northshore, the River Parishes, and Baton Rouge.
OUR CLIENTS...
Have a total portfolio value ranging from a minimum of $500,000 to $3,000,000+ of Investable Assets…
Comprised of their Personal Investments, IRAs, 401ks, and future Pension Lump-Sums.
Are Financial Delegators…
Who rely upon and implement the advice of a competent, trustworthy financial professional.
Recognize and Appreciate…
The benefits of working one-on-one with a credentialed, trusted advisor to enhance their financial peace of mind and freedom to enjoy life.
Are Comfortable with…
A "fee-only" (commission free) compensation structure which allows us to avoid "conflicts of interest" and always place their best interest first.
WILL I BENEFIT FROM THE GUIDANCE OF A TRUSTED ADVISOR?
Explore maximizing your successful retirement potential by Scheduling Your Consultation, at our expense, with nationally recognized Certified Financial Planner and Retirement Specialist, Linda Laborde Deane.
