Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $150 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products.
We have three Client Platforms. One Platform for Clients with a portfolio over $1 million. One Platform for Clients committed to accumulating $1 million by retirement. One Platform for 401k Company Plans.
With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement Advisory team-approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.
The office of Deane Retirement Strategies New Orleans is conveniently located in the Central Business District at the corner of Poydras and Loyola, just two blocks from several I-10 exits.