Deane Retirement Strategies, Inc

Services Offered

• Retirement financial planning
• Discretionary portfolio management
• Investment management

About

Deane Retirement Strategies is a financial planning firm based in New Orleans, Louisiana, with over 45 years of experience. The firm specializes in retirement financial planning and fee-only discretionary portfolio management, managing over $200 million in client assets. As a fiduciary, they focus on individual stocks, bonds, and ETFs, avoiding mutual funds, annuities, and insurance products. Their services are tailored for retirees, near retirees, wealth accumulators, and company retirement plans, with a minimum client asset requirement of $1 million.

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