Founder and CEO
In 2002 Mike entered into the financial services sector as he saw an incredible opportunity to help people. Since those early days his practice has grown into one of the region’s best investment management firms with his unique approach to traditional planning and investment management by introducing a specialized boutique of services.
Mike took his unique business plan utilizing fee-based investment advice, attorneys, tax advisors, and insurance professionals to the next level. Following the Strict Fiduciary Standard along with his forward-thinking entrepreneurial vision, the firm now has over 10 full-time associates in his office, all under one roof.
Not only is Mike a Fiduciary and required to set his clients’ interests before his own, he is also a fee-based Investment Advisor Representative. This means that all conflicts need to be disclosed and there can’t be any up-front commissions as they often create a conflict themselves. The way Mike is compensated is from a small percentage of your account balance that comes out on a monthly basis. So, when your balance declines so does his fee. If your balance increases then you both benefit. It’s more like a business partnership as your goals will be aligned.
Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.
Securities are offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC.
Tradewell Tax and Financial is not an affiliated company of (SAM) or (ASI).
Representatives of Tradewell Tax and Financial are authorized in states where they are properly registered. Mike Albertson: FL, IN, KY, OH, SC. Clients who are not residents of these states cannot be serviced.
This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Tradewell Tax & Financial is not engaged in the practice of law. All insurance recommendations offered through Indiana Tax Advisory Group, Inc. Mike Albertson is President of Indiana Tax Advisory Group, Inc.
There are no assurances that you will achieve your investment objectives. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions, or withdrawals may materially alter the performance of your portfolio. Past performance is no guarantee of future success. We provide no guarantee that any portfolio will match or outperform any benchmark.
Recommendations and advice are based on information provided by the client that is presumed to be accurate. The financial planning process is not stagnant and must be adjusted based upon changes in the client's personal and financial situation, liquidity needs, investment objectives, and risk tolerance. Clients are responsible for notifying us immediately if their personal and financial circumstances or goals change.