CFP®, CRC®, AIF®,
Deane Retirement Strategies
We are fee-only fiduciary Retirement Specialists integrating retirement financial planning with discretionary investment management and retirement income management. We serve greater New Orleans.
Linda Laborde Deane loves South Louisiana - its history, its magnificent architecture, and most importantly, its people. She spends many weekends volunteering as a walking tour guide of the French Quarter for the Friends of the Cabildo - sharing a lifetime of knowledge, stories and insights.
Her approachable, animated and personalized style as a tour leader is a by-product of over forty years of skillfully guiding her clients into and through a successful retirement.
Linda and her husband, Bob, a maritime attorney, are both natives of New Orleans and alumni of LSU. They share a common love of travel to intriguing parts of the world.
Pairing a step-by-step financial strategy and over four decades of experience with conservative investment recommendations, Linda has earned national recognition as a Certified Financial Planner and Retirement Specialist. She is the founder and president of Deane Retirement Strategies, Inc., and is frequently quoted by both local and national media. Linda was a watchdog for her profession, having previously served as Chairman of the National CFP Board of Ethics and Professional Review.
A true pioneer and leader in the financial planning industry, Linda is the nation's 100th credentialed CFP. Her expertise extends to also being credentialed as a Certified Retirement Counselor (CRC); Accredited Investment Fiduciary (AIF); a NAPFA Registered Financial Advisor (Fee-Only Advisor); and a Master Elite Advisor of The Ed Slott IRA Advisor Group, a recognized authority on IRA and retirement plan laws and resources. Additionally, she is a member of the Financial Planning Association (FPA) since the organizations founding. Her knowledge of all these disciplines is utilized when helping her clients achieve financial peace of mind and the freedom to enjoy life.
Linda 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.
- Financial and Retirement Planning
- Discretionary Investment Management
- Retirement Income Management
- 401k Company Plans
- IRA Rollovers
- Retirees and Near Retirees
- Wealth Accumulators
- Company Retirement Plans
- Fee Only Advisor
- % of Assets Under Management
- No-Cost Initial Consultation
- In-Office Meetings
- Quarterly Performance Reports
Professional Designations & Affiliations
Linda 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.
Linda 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.
Linda 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.
Linda Deane is a member of Ed Slott's Elite IRA Advisor Group&sm;
Ed Slott's Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott has created Ed Slott's Elite IRA Advisor Group℠ as a single resource for serious professionals. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients
Linda 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 Linda Deane
1100 Poydras Street
New Orleans, LA 70163