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Dean Mailhes

Managing Director, Argent Advisors

CFA
Certified Retirement Plan Specialist
B.S. (Business), Louisiana State University

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.

Monroe

1609 Stubbs Avenue, Monroe, LA 71201

(800) 757-7195

1609 Stubbs Avenue, Monroe, LA 71201

Provided Services

Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Investment Management

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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