Deane Retirement Strategies, Inc.

SEC-regulated
Registered investment advisor
Deane Retirement Strategies, Inc. is a registered investment adviser firm established in 1993 and registered in August 2007. The firm offers discretionary investment advisory services primarily to individuals, high net worth individuals, trusts, estates, and pension and profit sharing plans. Clients can engage the firm for financial planning, retirement planning, and related consulting services. Deane Retirement's investment advisory services are fee-based, with an annual fee ranging from 0.50% to 1.25% of assets under management. The firm's investment strategy focuses on a balanced management style portfolio, combining stocks, bonds, and cash holdings to achieve sustainable portfolio growth while minimizing volatility. Deane Retirement may also utilize inverse/enhanced ETFs for hedging and enhancing gains. Clients have the option to exclude cryptocurrency exposure from their accounts. The firm does not engage in performance-based fees, and clients are responsible for directing the voting of their securities. Deane Retirement does not vote client proxies and does not accept compensation from investment advisors it recommends. Clients receive regular account statements and performance reports, and the firm does not solicit fees in advance exceeding $1,200 per client. Deane Retirement has not been subject to disciplinary actions or bankruptcy petitions. For any inquiries, clients can contact Keith L. Deane, the Chief Compliance Officer.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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