Keith Deane

CFP® , CRC® , AIF®

Deane Retirement Strategies, Inc.

Retirement Specialist

Keith Deane

CFP® , CRC® , AIF®

Deane Retirement Strategies, Inc.

Retirement Specialist

We are fee-only fiduciary Retirement Specialists integrating retirement financial planning with discretionary investment management and retirement income management. We serve greater New Orleans and south Louisiana. - Keith Deane, CFP® , CRC® , AIF®

Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans, Louisiana for nearly 45 years. We are a team of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) who specialize in retirement financial planning coupled with fee only, discretionary portfolio management. We manage over $130 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products.

Keith has maintained a contributing presence at Deane Retirement Strategies for over a decade, joining our team full time in 2010. After earning degrees in both Finance and Financial Planning from the University of Georgia, Keith worked as a Retirement Consultant with Peachtree Capital Corporation, an Atlanta-based firm specializing in estate, tax and retirement planning for high wealth individuals. He is credentialed as a Certified Financial Planner (CFP); a Certified Retirement Counselor (CRC); an Accredited Investment Fiduciary (AIF); a NAPFA registered Financial Advisor (Fee-Only Advisor); and a member of the Financial Planning Association (FPA.)

Keith has an affinity for the on-going research and study necessary to keep abreast of the ever-changing nature of the financial planning landscape, and enjoys applying his knowledge to clients’ specific goals and needs.

When not in the office, Keith spends time volunteering, sailing, kayaking, and with friends and family.

Keith Deane's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • Accredited Investment Fiduciary®

Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans, Louisiana for nearly 45 years. We are a team of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) who specialize in retirement financial planning coupled with fee only, discretionary portfolio management. We manage over $130 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products.

We have three Client Platforms. One Platform for Clients with a portfolio over $1 million. One Platform for Clients committed to accumulating $1 million by retirement. One Platform for 401k Company Plans.

With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement Advisory team approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial and Retirement Planning
  • Discretionary Investment Management
  • Retirement Income Management
  • 401k Company Plans
  • IRA Rollovers

Ideal Clients

  • Retirees and Near Retirees
  • Wealth Accumulators
  • A Company's 401k Plan

Working Together

  • Fee Only Advisor
  • % of Assets Under Management
  • No-Cost Initial Consultation
  • In-Office Meetings
  • Quarterly Performance Reports

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Keith Deane is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Keith Deane is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Certified Retirement Counselor® (CRC®)
    Keith Deane is a Certified Retirement Counselor® (CRC®)

    The Certified Retirement Counselor® (CRC) certification is independently accredited by the National Commission for Certifying Agencies (NCCA). Of over 100 financial designations, the CRC® is one of only a very few retirement and financial planning-related certifications independently accredited by the NCCA.

  • Accredited Investment Fiduciary®
    Keith Deane is an Accredited Investment Fiduciary® (AIF)

    Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

  • Financial Planning Association
    Keith Deane is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Keith Deane

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Office Locations:

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How Do Financial Advisors Get Paid? Commissions vs Fee Only

Published on Jun 13, 2017

How your financial advisor gets paid, commissions vs fee only, may influence the advice you receive and ultimately your financial goals. Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans, Louisiana for nearly 45 years. We are a team of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) who specialize in retirement financial planning coupled with fee only, discretionary portfolio management. We manage over $130 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. We have two Client Platforms. One Platform for Clients with a portfolio over $1 million. One Platform for Clients committed to accumulating $1 million by retirement. With over 4 decades of experience, our firm is anchored by three active family members, representing two generations of financial advisors. Our Retirement Advisory team approach insures and provides our clients with long-term continuity of retirement advice and investment management. Our clients are clients for life. http://www.deaneretire.com

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