Heather Foster is one of Indiana's financial and income planning consultants. Her passion is sharing her years of human and financial insight with her clients, with whom she builds strong, lasting relationships. Heather has a strong belief in education, and sees educating her clients as the solid foundation needed for a long and lasting successful relationship.
Before Heather worked with TradeWell Tax & Financial she attended Indiana University to gain her degree in Business.
For more than 10 years, Heather has provided consulting and financial services to individuals and businesses throughout the Midwest. Her approach is consumer-oriented and local in focus, with an emphasis on retirement, income planning and succession planning.
Heather is a respected speaker, consumer finance advocate, and a guest columnist for the Business People’s Magazine, Indiana as well as the Co- Host on Your Money with Mike.
In her commitment to serve her community, Heather is associated with and supports Indiana’s Philharmonic, March of Dimes, US Cancer Society, Wounded Warrior Project; Disabled Veterans Charity, Christian Broadcasting Network, Christain Womens Group Mentoring, International Missions, NorthWest Haiti Missions, Fort Wayne Rescue Mission, and Charis House.
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) (John: NJ, OH, IN) For investment products and services these states include: (Martin: IN and 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.