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."
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Is your estate in order? This short quiz may help you assess your overall strategy.
A collection of tips from professional travelers.
Five strategies for managing your student debt.
What kind of auto insurance should you have? Do you know?
Retirement choices can be intimidating. Picking the right strategy.
Try these activities to keep your brain sharp.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Make your retirement as exciting as your next vacation.
Learn about cyber liability insurance in this entertaining video.
Learn about the importance of having an estate strategy in this helpful and informative video.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Even low inflation rates can pose a threat to investment returns.