Broker Check

Deborah J Trouw CFP®, ADPA®, Financial Advisor

1440 S. St. Francis Drive Suite A
Santa Fe, NM 87505

505-984-3856

Services

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 to purchase, and whether to take a lump sum payout or monthly payments from an employer pension.
  • 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 so that your entire support team is in sync with your needs and desires.

 

06/18