DeRouen Financial Management, L.L.C.
Welcome. The team at DeRouen Financial Management invites you to navigate our website and utilize the information provided to better familiarize yourself with our company and the services we provide.
We strive to deliver customized wealth management strategies that are appropriate for each and every client we serve.
Lynn and Michelle, who represent two generations committed to serving the needs of clients, offer "financial checkups" for those individuals who either have no present advisor, or who may be considering a move to a new advisor. The advisors at DeRouen Financial Management will take the necessary time to get to know and analyze your situation, and to explore with you how our team may be able to help you develop and implement an effective strategy to meet your financial goals. Call our office today to schedule your complimentary "financial checkup."
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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Second marriages are a trigger event to revisit any existing estate strategies.
Technology tips to make your next trip even better.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Can you keep up with your children’s mobile slang?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Read this overview to learn how financial advisors are compensated.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Here’s a crash course on saving for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The decision whether to buy or rent a home may have long-term implications.
Do you know these three personal finance sayings?
Do you have causes that you want to support with donations? Here are three tips.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.