SEC CRD #801-68307
Fee-Only Financial Advisor In New Orleans | Deane Retirement Strategies Skip to content Comprehensive, Fee-Only Wealth Management Tailored to You As independent, fee-only advisors, we always sit on your side of the table. Our integrated approach is designed to bring clarity, structure, and confidence to your financial life so that you can sleep at night. Financial Planning A comprehensive, goals-based financial plan that serves as your roadmap to a confident future. We take the time to understand your full financial picture and build a strategy tailored to you. Retirement Planning Navigate the transition into retirement with clarity. We help you determine when you can retire, how to maximize income, and how to protect your lifestyle for decades to come. Investment Management Disciplined, evidence-based portfolio management designed to grow and preserve your wealth. As fiduciaries, every investment decision is made in your best interest. Who We Help We serve individuals and families at every stage of their financial journey — each with a plan as unique as their story. Pre-Retirees You've worked hard to build your wealth. Now it's time to create a plan that ensures a smooth transition into the next chapter. Retirees Protect your lifestyle, optimize your income streams, and enjoy retirement with the confidence that your plan is working for you. Families From investment management to estate planning, we help families build a financial foundation that supports every generation. Su
KEITH DEANE
CHIEF COMPLIANCE OFFICER
📞 (504) 582-2345
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AUM
$251M
Check Size
$250M–$250M
Location
NEW ORLEANS, LA
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