Linda Laborde Deane, CFP®, AIF®, NAPFA-RA
NEW ORLEANS, Louisiana, 70163
Member Since 2010
We are fee-only Retirement Specialists integrating individualized planning with astute portfolio management to help successful individuals achieve and maintain financial peace of mind and freedom to enjoy life. Wherever you now are on your journey..Career Years..Approaching Retirement..Imminent Retirement..Enjoying Retirement, partnering with a retirement specialists team can make a difference. We\'re proud of our firm\'s 35-year history of delivering results. Our highly credentialed and experienced professionals collectively use their expertise and skills to develop, implement and maintain your unique plan for a successful retirement. Spend some time on our website, www.deaneretire.com. Your initital consultation is at our expense.
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Background Information
Years of Financial Experience
- 43
Education
- Louisiana State University (Bachelor of Science)
- College of Financial Planning (Certified Financial Planner)
Certifications and Designations
- CFP®
- AIF®
- RFC®
- Paladin
- CEA®
- CRC
- NAPFA-RA
Association Memberships
- Financial Planning Association
- Ed Slott\'s Master Elite IRA Advisor Group
- International Association of Registered Financial Consultants
- NAPFA
Methods of Compensation
- Financial Planning: Fixed fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Raymond James Financial Services, Inc
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Semi-Annually)
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 300092
- Securities Registrations: Series 65
- Insurance Licenses: Life, Annuity
Company Names
- Registered Investment Advisor: Deane Retirement Strategies, Inc
- Broker/Dealer: Raymond James Financial Services, Inc.
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Disclosure(s)
- View StatementA copy of our current written disclosure statement discussing our advisory services and fees is available for you review upon request.
- View Statement
Planning Services
- Financial Planning, Retirement, Estate Planning for Retirement Assets
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Risk Management, Performance Reporting, Review Current Portfolios
Investment Products
- Fee-only, professionally managed portfolios of investment quality, individual stocks, bonds and ETFs
Visit Website - http://www.deaneretire.com
