SERVICES
We offer a wide variety of collaborative services all under one roof! We feature attorneys who specialize in elder law and tax advisers to help you make sense of complicated tax matters, insurance professionals for annuities and long term care to help you to manage your risk, and fiduciary investment advisor representatives to pull it all together and help you better plan for a successful retirement.
What is a Fiduciary?
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to the other entity (you) the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other’s best interests. Learn more about what it is a Fiduciary does on Investopedia.
INVESTMENT MANAGEMENT
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.
FINANCIAL 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.
401(k) ROLLOVERS
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.
ANNUITIES
Annuities are popular financial products issued by insurance companies that allow for the tax-deferred growth of assets.
RETIREMENT 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.
ELDER LAW
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.
TAX ADVISERS
TradeWell offers tax services designed to meet your personal or small business needs.
INSURANCE
Have you protected your household against an unexpected loss of income?
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.