Dean has over 30 years experience providing investment management and financial planning services. He joined Argent in 1996, and is a Chartered Financial Analyst and Certified Retirement Plan Specialist. He also holds a Louisiana Health, Life and Accident Insurance License.
Dean believes the first step in Financial Planning is to establish a Retirement Planning Model that takes you from today to a secure retirement. This is a written, goals oriented plan which factors in assets, savings, expenses and retirement lifestyle. Once established, Dean uses several investment models based on a client’s needs. Argent’s MAP models and Retirement Builder Series along with customized individual portfolios are the primary vehicles used in this process.
Dean completes the financial plan by reviewing things that could derail a Retirement Planning model. College expenses, life insurance, disability and long-term care are examples that need to be considered.
Once established an annual review is offered. Call it a “Financial Check-up”!
Let Dean’s experience work for you by establishing YOUR retirement model.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Argent is engaged, or continues to be engaged, to provide investment advisory services.