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."
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
There are common mistakes you can avoid when saving for retirement.
Knowing your options when a CD matures can help you make a sound investment decision.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
When should you take your Social Security benefit?
The decision whether to buy or rent a home may have long-term implications.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
It’s never a bad time to speak with your financial advisor about changes in your situation.
What are your options for investing in emerging markets?