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."
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are four very good reasons to start investing. Do you know what they are?
Marriage changes everything, including your insurance needs.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When should you take your Social Security benefit?
Estate conservation is too important to put off. Do you have a smart exit strategy?