Indiana Financial Planners
TradeWell™
Tax & Financial
TradeWell Tax & Financial is a boutique financial planning and professional services firm in Fort Wayne, Indiana. TradeWell has a wide variety of professionals in-house to help the families we serve reach retirement in the most successful way possible. We are EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers and Insurance Professionals. TradeWell Tax & Financial is the only one-stop shop retirement and guaranteed income firm in Fort Wayne that offers these professionals under a single roof. Coordination and communication is our goal. Together, let’s build your future.
More Than Just Financial Advisors
Our Retirement Services
At TradeWell Tax & Financial, our mission is to help retirees and pre-retirees make the most of their resources to reach their financial goals. As a fiduciary investment advisory firm, TradeWell specializes in custom-tailored financial guidance designed to maximize your retirement potential, ultimately helping you achieve and maintain the retirement life you’ve worked so hard to save for.
A TradeWell relationship begins with learning about you and your goals; and then exploring how we can help optimize your income, assets, tax, and legal concerns – all under one roof!
Income Planning
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. We are fee-based Investment Advisor Representatives and focus on comprehensive plans for our families.
Investment Planning
Our investment strategies are designed with risk management at the forefront and can serve as either a complete portfolio or as a core holding to add to your current investments. Each portfolio is designed to meet your personal tolerance for risk and long-term goals. We strive to help you get to, and through retirement successfully. As a fee-based, fiduciary investment advisory firm, we are legally obligated to act in your best interests.
Tax Planning
TradeWell offers a full suite of tax services designed to meet your personal or small business needs. Most tax preparation firms only prepare your taxes and report what happened last year. We like to refer to those firms as historians. We look for ways for you to pay less in both federal and state taxes.
Healthcare Planning
From end-of-life transition planning to long-term care, our in-house attorney specializes in elder law and can address your family’s concerns with experience and compassion. Basic legal documents can be a great start and serve as a foundation for your retirement. Legal strategies can be developed for most of the major changes you or your loved ones might confront using our values-based, goal-oriented planning process.
Estate Planning
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Retirement Resources
TradeWell Tax & Financial Strategies
Tax Planning Guide
Your Roadmap To Reduced Taxes
We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a highly trained Tax Advisor to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.
The TradeWell Difference
At TradeWell, you’re not just another account for us. You’re not just a potential buyer of products. With us, we don’t care which products you utilize as long as those products and strategies help you achieve what you want out of your retirement plan. That’s what the fiduciary obligation means, and we take that seriously. As a client, you’re not looking for the next hottest stock tip or to strike it rich. You’re an individual or family looking to live the life you dreamt of all your working life, and that takes a unique investment plan.
We want to learn about you and your hopes and dreams for retirement. That’s why our initial meeting is at no charge or obligation to you. A TradeWell relationship begins with us listening and learning about you, your situation, and what you want out of retirement; and then exploring how we can help you optimize your income, assets, tax questions, and more.
