Certified by Deane Retirement Strategies, Inc • Jul 05, 2026
Financial PlanningFinancial Consultant
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 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 $200 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. Our new-client minimum is $1 million.
We are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is designed for portfolios over $1 million.
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.
Details
RestroomAvailable
Wheelchair accessible restroomAvailable
Location
Certified by Deane Retirement Strategies, Inc • Jul 05, 2026
Our Balanced Portfolio Investment Management Strategy appeals to investors of all ages who are seeking reliable growth, reduced volatility, protection of principal, sustainable income when ready, and peaceful nights’ sleep. Our Investment Track Record speaks for itself.
You can have professional management of your 401k investments, using investments other than your plan's mutual funds, and still keep your assets in your 401k plan. Eliminate your investing frustrations, time and efforts, and potentially increase your investment performance.
We'll help you navigate your financial transition into retirement... Pre-Retirement Financial Planning ...Orchestrate the mechanics and paper work for your IRA Rollovers, 401k to IRA ... Professionally manage your investments ... Provide retirement income when ready.
Everyone in your company can have their 401k plan investments professionally managed. Our approach to managing your company 401k plan investments is unique, results-driven, cost effective, easily administered and greatly reduces your company's fiduciary liability.
Brand Certified Facts from Deane Retirement Strategies, Inc
This information is certified by Deane Retirement Strategies, Inc and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified July 05, 2026Yext Knowledge Graph
Address
Categories
Geo coordinates
Legal business name
Hours of operation
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: