Financial Advisors Santa Fe Deborah Trouw CFP Waddell & Reed

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 wise 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 ensure that you can effectively reach your financial goals and that your entire support team is in sync with your needs and desires.

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 E-Mail: dtrouw@wradvisors.com

 

02/16