Your Financial Plan Begins With You
Too often, “financial planning” is reduced to simply investing for maximum returns with little regard to risk. We believe that without clear expectations and specific goals to help track progress investors ultimately take on more market risk than necessary. Our firm is NOT a retail establishment where you can walk through the door and “purchase” a Mutual Fund or Stock like at most big named national firms. We are fee-based Investment Advisor Representatives and focus on comprehensive plans for our clients.
The baseline income for most retirees is Social Security and the big question is knowing the correct timing on when to start. Our plan involves careful listening and understanding to lay the groundwork for a plan that will move you closer to your goals. TradeWell™ Tax & Financial incorporates a consultative approach to financial planning for the interrelation among how and when to start retirement income (and the tax on this income), financial estate, investment, and lifestyle goals in a comprehensive manner.
When your finances are working well you cannot help but enjoy a satisfying sense that all of the financial elements in your life are moving in the right direction at the same time: That the whole is greater than the sum of the parts.
At TradeWell™, we recognize that finding optimal financial strategies is a process, not a product. It involves:
We Are Committed To Our Process Because It Can Provide Results
Once a Written Financial Plan is delivered we no longer refer to your portfolio as having proper Asset Allocation, but rather Asset Designation. Our clients continue to make decisions with clarity once we put purpose behind your assets. Similarly, as your advisor, we would work carefully with you to locate the appropriate product or service that will integrate best with your stated goals and income objectives.
Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.
Bryan Putt is an Investment Adviser Representative and a Registered Representative. Advisory Services are 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 and Bryan Putt: IN. 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.