Deborah J. Trouw, CFP®, ADPA®



125 Lincoln Avenue, Suite 305
Santa Fe, NM 87501






Everything that we do together is designed to be consistent with your individual values and to meet your visions and objectives. 

Along with individualized financial planning I can help you:

  • Develop a customized investment portfolio and personal financial roadmap in a collaborative relationship.
  • Prepare for a transition into retirement.
  • Make the tough decisions such as when to begin taking social security, what kind of long-term care insurance would be best for you, and whether to take a lump sum payout or monthly payments from an employer pension.
  • Develop a tax planning strategy.
  • Build a charitable giving program that can leave a positive legacy for you and your family.
  • Coordinate with other professionals, such as your attorney or CPA to help you effectively pursue your financial goals and that your entire support team is in sync with your needs and desires.



Waddell & Reed does not offer tax or legal advice.