Tradewell Tax & Financial is a full-service investment management firm in Fort Wayne Indiana. We are a fee-based investment advisory firm focusing on custom-tailored financial and income plans. We offer in-house the services of Attorneys*, CPA’s, Tax Advisors, Insurance Professionals and Investment Advisor Representatives. Under our fee-based roof you will find the many professionals necessary to work toward your long term financial and legacy needs.
We offer a full line of opportunities, such as: Managed accounts, Sector Rotation models, Fixed and Indexed Annuities , Formulaic Stock Trending strategies at the Index level (ie: the SP 500) and the individual stock level, Bond strategies and Indexed funds strategies to investors"All the professionals you need in a single room, addressing your... financial needs." in the Tri-State area of Indiana, Michigan and Ohio. We take a conservative approach in protecting your 401(k), IRA, non-qualified funds, existing variable annuity, cash or other retirement assets.
As a firm, we believe an unemotional and tactical approach to investing is best. We strive to allocate a prudent yet accurate amount into what we call “growth buckets”, or long-term investments, based upon the individual criteria and tolerances of each new client.
Most of our Managed Accounts are reallocated (traded) on a monthly basis, thus reducing risk and maximizing our opportunities for growth. We do not subscribe to the “buy and hold” approach to investing. This unique, customized approach allows you, our clients, to feel more comfortable about preparing for and getting through retirement. As a Tradewell client, you will receive a written financial plan, or “Road Map”, to help you stay on track and work toward reaching your stated goals.
* Neither Mike Albertson, John Redmaster, Martin Carbaugh, nor Heather Foster are attorneys, and do not provide legal advice.
Mike Albertson, Martin Carbaugh, John Redmaster and Heather Foster are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., a registered investment adviser. Additionally, Martin Carbaugh and John Redmaster are registered representatives of USA Financial Securities. Member FINRA/SIPC. USA Financial Asset Management is located at 6020 E Fulton St., Ada, MI 49301. Tradewell Tax & Financial is not affiliated with USA Financial Securities.
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 investment advisory services these states include: (Mike:FL, IN, KY, OH, SC) (Heather: IN, KS, MI, OH, TX) (Martin: IN, OH) (John: NJ, OH, IN) For investment products and services these states include: (Martin: FL, IN, OH) (John: IN, MI, 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.