Retirement Distribution Sltn

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Retirement Distribution Sltn
Contact Person:
Linda Deane
Phone:
504-582-2345
Fax:
504-582-2346
Email:
ldeane@deaneretire.com
Website:
www.deaneretire.com
Country:
United States
State:
Louisiana
City:
New Orleans
Address:
1100 Poydras St, Suite 2065
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Business Type:
Financial Planning
Year Established:
2007
We are Retirement Specialists, guiding retirees and near retirees toward financial peace of mind and freedom to enjoy life. We devote our practice exclusively to five areas of expertise: Retirement Financial Planning; Investment Management; Retirement Income Management; 401k Portfolio Management; and IRA Rollovers. Located in New Orleans for over 40 years, our team of retirement specialists serves all of greater New Orleans and south Louisiana.

Our firm integrates four business models to positively impact your retirement planning and investment portfolio: A Team Approach; Investment Fiduciaries; Discretionary Managers; and Fee Only Compensation.

We are a highly credentialed, in-house team of experienced Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Certified Retirement Counselors (CRC) and Accredited Investment Fiduciaries (AIF), collectively focusing our expertise and knowledge for your benefit. With over four decades of experience, our firm is anchored by three active family members, representing two generations of financial professionals. Our clients are clients for life.

We are not the right fit for everyone, but we may be the perfect fit for you. Visit our website, www.deaneretire.com, to learn more.