We’re committed to helping you construct a comprehensive financial plan that aligns with your unique goals and aspirations. We know that just like individuals, no two families or financial plans are ever the same at TradeWell™.
We’ll show you how to make sure all of the key financial elements in your life are moving in the same direction; that the whole is greater than the sum of the parts. To meet your needs, we have assembled a talented team of specialists with extensive experience in one or more of the following disciplines:
Deciding which investments are right for you can seem like a daunting task. Our cost efficient approach to portfolio construction can make investing easier and more affordable. You can put everything in one safe place using our integrated financial application.
If you’re approaching retirement, we can review your current 401(k) and recommend a Rollover/IRA strategy that’s customized to your personal goals. Always consult with a professional who completely understands tax law and the correct way to ‘rollover’ your life savings. Often times opportunities are missed to potentially save tens of thousands in tax savings when this process is attempted by an individual or a financial professional who does not completely understand the process.
If you’re looking for a better approach to your retirement plan, TradeWell™ can help. Our keen sense of fiduciary responsibilities ensures your interests always come first. The timing of your
Social Security Benefits along with other sources of income can play a key roll in securing your income for the future. We want to mathematically prove that your income will last a lifetime once your paychecks stop from your employer.
You can’t manage what you can’t measure. That’s why goal setting is so important in financial planning. Our planning services are designed to create a portfolio specific to your given resources and time frame. We need to look into the future, perhaps once you reach age 70.5 and are required to take distributions from your retirement accounts; what can we do now to make that look better?
From end-of-life transition planning to Long-Term Care, our elder law specialist can address your family’s concerns with consideration and skill. Basic legal documents can be a great start and foundation for your retirement. Kirby can write your Will, Financial Power of Attorney, Health Care Power of Attorney, Living Will, Trusts and IRA Inheritance Trust.
Risk management covers a wide range of requirements, from insurance protections to capital preservation.
With TradeWell’s guidance, you can coordinate your entire financial program under one convenient roof. Our team can work seamlessly with your other professionals, too.
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.