IT'S NOT ABOUT PREDICTING
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THE NEXT RECESSION,
IT'S ABOUT PREPARING FOR IT.
MORE THAN JUST FINANCIAL ADVISORS
TradeWell is a boutique financial planning and professional services firm that has the unique advantage of offering a wide variety of collaborative services all under one roof! We feature attorneys who specialize in elder law, EA (enrolled agent) and tax advisers to help you make sense of complicated tax matters, insurance professionals to help you to manage your risk, and investment advisor representatives to pull it all together and help you better plan for a successful retirement.
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.
Annuities are popular financial products issued by insurance companies that allow for the tax-deferred growth of assets. In fact, annuities are a great option for expanding your tax-deferred earnings when you are already taking full advantage of your available 401(k) and IRA options. Another great advantage of annuities is that you can receive guaranteed income for life or a set period of time. We can help you to find the right balance between investments and annuities to achieve your retirement and income goals.
If you're getting close to retirement, it's a great time for us to review your current 401(k) and recommend a rollover strategy that's customized to meet your retirement goals. Dealing with 401(k) rollovers is one of our areas of expertise and we could help you find significant tax savings in the process!
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.
TAX ADVISERS and TAX PREPARATION
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.
Have you protected your household against an unexpected loss of income? Whatever your approach, don’t let daily life distract you. Review your life insurance strategy with a TradeWell advisor soon to determine if your policies are adequate – or whether there are gaps that need to be filled – for the sake of you, your family and your estate. The right blend of policies can help you manage your church tithing, debts, and family needs when you are no longer here.
THE TRADEWELL DIFFERENCE
At TradeWell, our mission is to help retirees and pre-retirees make the most of their resources to reach their financial goals. As a fee-based, Fiduciary investment advisory firm, Tradewell specializes in custom-tailored guaranteed income plans designed to maximize your retirement. Our stated goal is to mathematically prove that your income won’t stop when your paychecks do.
We want to learn about you, your hopes and dreams and our initial meeting is at no charge or obligation to you. A TradeWell relationship begins with us listening and learning about you and your goals; and then exploring how we can help you optimize your income, assets, tax and legal concerns.
Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.
Tradewell Tax and Financial is not affiliated with Secure Asset Management
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 will be provided by a state licensed Tradewell Tax & Financial insurance agent.
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.