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."
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
There are ways to improve your physical fitness without denting your fiscal fitness.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are hundreds of ETFs available. Should you invest in them?
Understanding the cycle of investing may help you avoid easy pitfalls.
What are your options for investing in emerging markets?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Even low inflation rates can pose a threat to investment returns.