Tradewell Tax & Financial has all the professionals in-house to help the families we serve reach retirement in the most successful way possible. We are CPA’s, EA’s, Elder Law Attorneys, Investment Advisers, Tax Advisers and Insurance Professionals. Tradewell Tax & Financial is the only retirement and guaranteed income firm structured this way in the Fort Wayne and Allen County area.
Here’s the key: it’s not about predicting the next recession, but rather preparing for it.
We have three principles for a sustainable retirement:
Having a foundation of guaranteed retirement income that can be mathematically proven to last for the rest of your life
Making sure your personal risk tolerance is matched by your investment portfolio
Having a WRITTEN retirement and investment plan not just a “JUNK DRAWER” of investments and products that were sold to you.
NICOLE CHRIST, MS
DIRECTOR OF OPERATIONS
(Loving Lake Life)
BEN ATKINSON, MBA
VP MARKETING & TECHNOLOGY
CPA & CHIEF ACCOUNTANT
(Secret IU Fan)
DIRECTOR OF NEW BUSINESS
(Loves to DJ)
MEDICARE, INSURANCE, & ANNUITIES
(Secret IU Fan)
ENROLLED AGENT & CHIEF TAX ADVISER
(Sailed the Seven Seas)
DIRECTOR OF FIRST IMPRESSIONS
(Ultimate Queen Fan)
KIRBY MOSS, JD
JD, ELDER LAW
(IU Super Fan)
(Oklahoma State Fan)
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.