TradeWell Tax & Financial 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 has all of these professionals in-house and under a single roof. Coordination and communication is our goal.
NICOLE CHRIST, MS
DIRECTOR OF OPERATIONS
INTERN/ ECONOMICS & MATHMATICS
MINOR: ACTUARIAL SCIENCE
Director of new business
(The Creative One of The Bunch)
(Investment Advisor Representative)
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)
Investment Advisor Representative
(Aspiring Golf Pro)
Mike Albertson is an Investment Adviser Representative. Advisory services offered through Secure Asset Management, LLC (SAM) a Registered Investment Adviser.
Wes Phelps 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: AZ, FL, IN, KS, KY, ME, MI, MN, NC, OH, SC, TX. 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.