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, representing 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."
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Lifestyle considerations in creating your retirement portfolio.
Couples may be able to head off many of the problems in a marriage that money can cause.
This worksheet can help you estimate the costs of a four-year college program.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A change in your mindset during retirement may drive changes to your portfolio.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
What does your home really cost?
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know how to set up your financial goals for success? This knight does.
Learn how to harness the power of compound interest for your investments.