Deborah J. Trouw, CFP - Waddell & Reed

Waddell & Reed, Inc.
Investing. With a Plan®

Helping You Comfortably Reach Your Financial Goals

All financial advisors are not the same, and it is essential that you connect with someone with whom you feel comfortable and who respects your financial goals.

I work in a collaborative relationship with a limited number of clients.

Many of my clients are successful entrepreneurs or professionals who want to maximize the value of their business and develop a smooth exit strategy.

Here’s what you can expect when you are part of my small circle of clients:

  • My full attention to you and your assets. I’m a good listener and use the information you provide to help develop a workable plan for you.
  • My first priority is to see that you have enough reserves to help secure a comfortable retirement.
  • A financial-planning process that helps you prioritize and decide how best to use your money as a tool for achieving your financial goals. I will help you identify each issue and walk you through the decision making process.
  • A transparent, collaborative relationship that empowers and informs you so you can be comfortable with the actions that are taken with your assets.

Call or email be to set up a free, no-obligation session to discuss how we can best work together so you can feel secure about your financial decisions.
In Santa Fe: 505-986-0125 x 106
E-Mail: dtrouw@wradvisors.com

 

 
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Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

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