Resources
Featured White Papers
Annuities Made Easy
Annuities have been popular for more than 2,000 years. Today, the uses of annuities are more comprehensive.
A Primer For Estate Planning
This is a primer with insight on some tips and tricks for planning your estate.
Reasons to Review Your Life Insurance Strategy Now
Our white paper is packed with some ideas on how you can better manage risk for yourself, your family, and your legacy.
The Power of Pre-Retirement Planning
Learn about uncovering hidden fees and other challenges to a successful retirement planning strategy.
Five Step Inflation Survival Guide
Inflation is a constant factor, especially for retirees on a fixed income. Learn about planning for inflation to maintain your purchasing power.
Reassessing Retirement Assumptions
These retirement assumptions need to be reassessed to make sure your plan works the way you intend.
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.