Keith Deane

CFP®, CRC®, AIF®,

Deane Retirement Strategies

Financial Advisor

Keith Deane

CFP®, CRC®, AIF®,

Deane Retirement Strategies

Financial Advisor

We are Retirement Specialists guiding our clients towards Financial Peace of Mind and Freedom to Enjoy Life. - Keith Deane, CFP®, CRC®, AIF®,

(504) 582-2345

We are fee-only fiduciary Retirement Specialists integrating retirement financial planning with discretionary investment management and retirement income management. We serve greater New Orleans.

Keith Deane is a New Orleans, LA fee-only financial planner. Deane Retirement Strategies provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Keith Deane is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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 is a Member of the National Association of Personal Financial Advisors

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.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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 integrating retirement financial planning 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider 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
  • Company Retirement Plans

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.

  • 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:

  • 1100 Poydras Street
    Suite 2065
    New Orleans, LA 70163

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