The Client Experience
We are fee-only Retirement Specialists integrating individualized financial and retirement planning with astute portfolio management to help successful individuals achieve and maintain financial peace of mind and freedom to enjoy life.
WHEN YOU'RE OUR CLIENT, YOU’LL EXPERIENCE…
* A warm office staff to conduct your business pleasantly, accurately, and efficiently.
* A highly credentialed in-house team of experienced professionals comprised of a Certified Financial Planner and nationally recognized retirement specialist with additional certifications in both retirement and estate planning, a Chartered Financial Analyst, and a Professor of Finance, all coordinating their expertise and skills for your personal benefit.
* A "fee-only" (commission free) compensation structure which allows us to avoid "conflicts of interest" and always place your best interest first.
* A comprehensive strategy of managing each of your pockets of investments (Personal Investments, IRAs, 401ks, future Pension Lump-Sums) as separate but intertwined components of your overall portfolio design. We advise clients with a total aggregated portfolio value ranging from a minimum of $500,000 to $3,000,000+.
* A feeling of confidence knowing that our firm, headed by our founder, Linda Laborde Deane, CFP, CRC, CEA, manages over $100 million of client portfolio assets, has successfully advised hundreds of satisfied clients for over 35 years, and is a Better Business Bureau “Accredited A+ Business.” Linda, a watchdog for her profession, served as Chairman of the National CFP Board of Ethics and Professional Review.
* A respected, full-service national brokerage firm, Raymond James Financial Services, facilitates your security transactions and serves as custodian of your investments. Your accounts are insured through Raymond James both by SIPC and excess private insurance coverage.
* A convenient CBD office location for our one-on-one meetings…Just two blocks from several I-10 exits and the Superdome, with validated, reserved client/guest parking in our building’s annex garage.
Couple our Exceptional Service with Your Needs and Our Expertise and you’ll be on Your Path to Financial Peace of Mind and Freedom to Enjoy Life.
