Keith Deane

CFP®, CRC®, AIF®,

Deane Retirement Strategies

Retirement Specialist

Contact Me

I can work with clients anywhere!

Keith Deane

CFP®, CRC®, AIF®,

Deane Retirement Strategies

Retirement Specialist

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

Contact Me

(504) 582-2345

Website

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 Southeast Louisiana. Our new-client minimum is $1 million.

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 Deane holds degrees in both Finance and Financial Planning from the University of Georgia. He has maintained a contributing presence at Deane Retirement Strategies for over fifteen years, joining our team full-time in 2010. Prior to moving back to New Orleans, 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 National Association of Plan Advisors (NAPA).

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 his time, sailing, kayaking, cycling, 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 a 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 and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 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 are financial advisors guiding Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is designed for portfolios over $1 million.

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
  • New-client minimum is $1 million

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 a 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)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

  • 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.

  • National Association of Plan Advisors
    Keith Deane is a Member of The National Association of Plan Advisors

    The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors.

    NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.

Contact Keith Deane

(504) 582-2345

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Office Locations:

  • 1100 Poydras Street
    Suite 2065
    New Orleans, LA 70163

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