TRADEWELL WANTS TO MAKE AN INVESTMENT IN YOUR FINANCIAL FUTURE
We want to learn about you, your hopes and dreams.
That’s why your initial consultation with Tradewell Tax & Financial is on us. A Tradewell relationship begins with listening and learning about you and your goals; and then exploring how we can help you optimize your financial future.
If your current financial strategy isn’t working as hard as you are, Tradewell can help.
We know how important flexibility and discipline are to gathering and growing the assets you need for those you care about the most. At Tradewell, our mission is to structure a personal financial approach for you that can evolve over time to adjust to your changing profile and requirements.
Shouldn’t Your Financial Strategy Be As Well?
TAKE THE TIME TO GET TO KNOW TRADEWELL
At TradeWell, our mission is to help investors make the most of their resources to reach for their financial and legacy planning goals. A fee-based investment advisory firm, Tradewell specializes in custom-tailored plans designed to maximize tax advantages, retirement benefits, financial strategies and income planning. Help secure your financial future today with Tradewell. When you become a client of ours, you gain a proven full-service investment management partner located “just around the corner,” here, in the Fort Wayne region.
YOUR RELATIONSHIP BEGINS WITH “THE TRADEWELL CONVERSATION”
Your conversation with Tradewell takes place across three distinct meetings.
The first meeting meeting concentrates on you and your hopes for the future. We ask a series of informal questions to gain an initial sense of how our resources could be brought to bear on optimizing your financial picture.
You are encouraged to bring your tax returns, investment statements, annuities, life insurance, Social Security statements, pension statements, health insurance information and other documents to this first complimentary consultation. You will meet with one of our tax advisors or investment professionals, who will share some initial impressions about your current liabilities or risks – and how those exposures might be reduced. At the conclusion of the meeting, at your request, a second appointment will be scheduled to present initial ideas on strategies that might benefit your situation.
For the second meeting, we will attempt to identify shortfalls between your resources and your long-term goals; and develop ideas for improving your financial picture based on what is most important to you. We will also prepare a breakdown of your social security payments, and offer a cost estimate for crafting a comprehensive document that incorporated estate and financial planning, retirement planning and income generation requirements. Any fee‐for‐service items would, of course, be described in plain language and clearly presented.
ESTABLISHING YOUR FINANCIAL DIRECTION
In the third meeting, we’ll assemble all the parts of your financial plan into a written strategy that details how the critical financial elements in your life can fit together in a holistic manner. Whether your priority is income generation or tempering the impact of equity market volatility; finding a better life insurance policy or implementing a plan for long-term care, your Tradewell plan will provide you with the discipline to stay on track, while still retaining the flexibility to make timely adjustments. A Tradewell financial plan is designed to be a source of guidance for years to come, regardless of market conditions. Additionally, our trademarked Asset‐Cycle Portfolio System® provides a comprehensive way to evaluate the risk and reward characteristics of portfolio selections and make adjustments when appropriate.
After we craft your personalized financial plan, we assemble a wealth advisory team to oversee the implementation of your plan. These skilled professionals anticipate challenges for you and maximize opportunities as they arise. Our team can also work with your current providers if you prefer.
TRADEWELL OFFERS BROAD ACCESS TO EXTERNAL RESOURCES, TOO
In addition to Mike Albertson and Heather Foster, who serve as fiduciaries to Tradewell clients and are obligated to set your interests ahead of their own, the firm has access to wide range of in-house professionals, including elder law attorneys, CPAs, tax advisors, insurance professionals and investment advisor representatives. With a full complement of professionals under one roof, the high level of coordination, communication and collaboration that takes place provides our clients not only with broad access to resources when needed but also simplifies plan monitoring and adjustments.
If you are an investor who feels that a “do-it-yourself” approach or recommendations from your local broker are not enough, it may also be time to meet with us and begin your own Tradewell conversation.
LET'S GET THE CONVERSATION STARTED
Mike Albertson and Heather Foster are Investment Advisor Representatives of, and Martin Carbaugh is a Registered Representative 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. 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.
The representatives of Tradewell Tax and Financial are authorized to transact securities-related business and investment advisory services only in states where they are properly registered. For Mike Albertson, states for investment advisory services include: FL, IN, KY, OH, and SC. For Heather Foster, states for investment advisory services include: IN and OH. For Martin Carbaugh for investment products and services these states include: IN and OH. 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 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.