Our Firm's History
As the investing and planning environment evolved over the decades, Deane Retirement Strategies has remained a leader in the industry, adding state-of-the-art financial and retirement planning services to astute portfolio management, resulting in today's holistic approach to meeting our clients’ needs.
1973
Provided Services on a Commision Basis
- Stock and Bond Advice
- Brokerage Services
1975
Introduced IRA Rollover Specialization
Team Credentials
- 1st IRA Rollover Specialists in Metropolitan New Orleans
1981
~ Integrated Financial & Retirement Planning with Asset Management
Team Credentials
- 100th Certified Financial Planner (CFP) in the country
1987
~ Introduced "Fee-Based Portfolio Management"
~ Assimilated Independent, 3rd Party Asset Managed Accounts into Client Portfolios
1996
~ Excelled in "Retirement Feasibility Assessments" and "Cash Flow Strategies"
~ Coupled Fee-Only Planning with Fee- Based Portfolio Management
Team Credentials
- Certified Retirement Counselor (CRC)
- Professor of Finance (PhD)
1997
Gives Back to The Financial Community
Team Credentials
- Chairman of the National CFP Board of Ethics and Professional Review
1998
~ Introduced Estate Planning for Retirement Assets
Team Credentials
- Certified Estate Advisor (CEA)
2002
~ Enhanced In-House Professional Portfolio Management Capabilities
Team Credentials
- Chartered Financial Analyst (CFA)
2004
~ Enriched IRA and Retirement Specialization Capabilities
Team Credentials
- Ed Slott Trained “Master Elite IRA Advisor”
2007
~ Enhanced Fiduciary Oversight
Team Credentials
- 2 Accredited Investment Fiduciaries (AIF)
~ Firm becomes an SEC Registered Investment Advisor (RIA)
~ Committed to a 100% Fee-Only Compensation Structure
2010
~ Addition of a second CFP and CFA to professional team
~ Further Commitment to a "Fee-Only" Compensation Structure
Team Credentials
- Firm admitted to NAPFA (National Association of Personal Financial Advisors)
2012
Over the past 35 years our firm has successfully integrated state-of-the-art financial and retirement planning with astute portfolio management, resulting in our current holistic approach to meeting each client's needs.
