We Are Financial Advisors ,Tax Advisors and Fiduciaries to the Families We Serve.

Located in Fort Wayne IN TradeWell is Fort Wayne based boutique financial planning and professional services firm that has the unique advantage of offering a wide variety of collaborative services all under one roof!
IT’S NOT ABOUT PREDICTING THE NEXT RECESSION, IT’S ABOUT PREPARING FOR IT.

Let's Talk Investments!

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We feature attorneys who specialize in elder law, EA (enrolled agent) and tax advisers to help you make sense of complicated tax matters, insurance professionals to help you to manage your risk, and investment advisor representatives to pull it all together and help you better plan for a successful retirement.

Financial Planning

Too often, “financial planning” is reduced to simply investing for maximum returns with little regard to risk. We believe that without clear expectations and specific goals to help track progress investors ultimately take on more market risk than necessary.

Retirement Planning

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Tax Advisors Tax Preperation

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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.

ANNUITIES

Annuities are popular financial products issued by insurance companies that allow for the tax-deferred growth of assets. In fact, annuities are a great option for expanding your tax-deferred earnings when you are already taking full advantage of your available 401(k) and IRA options. Another great advantage of annuities is that you can receive guaranteed income for life or a set period of time. We can help you to find the right balance between investments and annuities to achieve your retirement and income goals.

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TAX ADVISERS & TAX PREPARATION

TradeWell offers a full suite of tax services designed to meet your personal or small business needs. Most tax preparation firms only prepare your taxes and report what happened last year.  We like to refer to those firms as historians.  We look for ways for you to pay less in both federal and state taxes.

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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. Each portfolio is designed to meet your personal tolerance for risk and long term goals. We strive to help you get to, and through retirement successfully. As a fee-based, Fiduciary investment advisory firm, we are legally obligated to act in your best interests.

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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. Dealing with 401(k) rollovers is one of our areas of expertise and we could help you find significant tax savings in the process!

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INSURANCE

Have you protected your household against an unexpected loss of income? Whatever your approach, don’t let daily life distract you. Review your life insurance strategy with a TradeWell advisor soon to determine if your policies are adequate – or whether there are gaps that need to be filled – for the sake of you, your family and your estate. The right blend of policies can help you manage your church tithing, debts, and family needs when you are no longer here.

ELDER LAW

Have you protected your household against an unexpected loss of income? Whatever your approach, don’t let daily life distract you. Review your life insurance strategy with a TradeWell advisor soon to determine if your policies are adequate – or whether there are gaps that need to be filled – for the sake of you, your family and your estate. The right blend of policies can help you manage your church tithing, debts, and family needs when you are no longer here.

THE TRADEWELL DIFFERENCE

At TradeWell, our mission is to help retirees and pre-retirees make the most of their resources to reach their financial goals. As a fee-based, Fiduciary investment advisory firm, Tradewell specializes in custom-tailored guaranteed income plans designed to maximize your retirement. Our stated goal is to mathematically prove that your income won’t stop when your paychecks do.

We want to learn about you, your hopes and dreams and our initial meeting is at no charge or obligation to you.  A TradeWell relationship begins with us listening and learning about you and your goals; and then exploring how we can help you optimize your income, assets, tax and legal concerns.

We can help you better plan for a successful retirement.

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Contact Us

130 West Main Street

Suite 100

Ft. Wayne, IN 46802

Phone: 260-499-2084

Fax: 260-490-5956

Got a question? Let's talk.

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TRADEWELL TAX & FINANCIAL

Our History

TradeWell Tax & Financial has a wide variety of professionals in-house to help the families we serve reach retirement in the most successful way possible. We are EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers and Insurance Professionals.

About Mike Albertson

The Founder and CEO of Tradewell Tax & Financial, Mike is also a fee-based Investment Advisor Representative and Fiduciary who is required to put his clients’ interests before his own. In 2002 Mike entered into the financial services sector as a way to learn about people and help them.

Mike Albertson 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: 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 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.