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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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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$1 million in a diversified portfolio could help finance part of your retirement.

 

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Keys to Investing for Retirement

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Principles of Preserving Wealth

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There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What is your plan for health care during retirement?

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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

February 2018 Top Five

2018 could be shaping up to be an interesting year.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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