Your Professionals Have Arrived
At TradeWell, our mission is to help you make the most of your retirement planning, retirement assets, and long-term goals. We're retirement planners and our focus is developing strategies designed to offer tax reduction, guaranteeing income and reducing risk in all areas of your investments and financial estate.The professionals at Tradewell Tax have the knowledge that can assist in potentially lowering the amount of risk you may be taking with your investments and tax you pay on your retirement income.
A fiduciary is a legal or ethical relationship between two or more parties. When you choose TradeWell Tax & Financial to assist you in the management of your affairs, we are fiduciaries and take this role seriously. When managing your assets we are fee-based, which means that the only way we make money is from a small percentage of your account balance. So, when your balance goes up, we make more. When your balance goes down, we share in that loss. It’s more like a business partnership where there is transparency and full disclosure.
Our firm offers a unique boutique of services. We utilize two attorneys, access to CPAs, accountants, tax advisors, and insurance professionals. Mike is an Investment Advisor Representative and all this is under one fiduciary, fee-based, investment advisory roof.
Tradewell Tax offers coordination and communication throughout the year with the professionals that could have an impact on your life. Many of our clients enjoy not having to look all over town for a professional to prepare their taxes, prepare their will, receive insurance recommendations or investment management; it’s all in one place.
We’d love to get to know you.
Mike Albertson and Heather Foster are Investment Advisor Representatives of, and Securities are offered through USA Financial Securities. Member FINRA/SIPC. A Registered Investment Advisor. 6020 East Fulton Street Ada, MI 49301. Tradewell Tax & Financial and USA Financial Securities are not affiliated.
Advisory services offered through USA Financial Securities, an SEC Registered Investment Advisory Firm. Michael L. Albertson is an Investment Advisor Representative with USA Financial Securities. The firm's status as an SEC-registered advisory firm does not constitute an endorsement of USA Financial Securities by the Commission and does not imply that the advisor has achieved a particular level of skill or ability. Tradewell Tax & Financial is not required to be a registered entity with the State Securities Division or the SEC, but Mike Albertson currently is.
Tradewell Tax & Financial only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. 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.
USA Financial Securities' status as an SEC-registered investment advisory firm does not constitute an endorsement of the firm by the Commission and does not imply that the advisor has achieved a particular level of skill or ability.
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 cannot guarantee that a portfolio will match or outperform any particular 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.