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.