Founder and CEO
In 2002 Mike entered into the financial services sector as he saw an incredible opportunity to help people. Since those early days his practice has grown into one of the region’s best investment management firms with his unique approach to traditional planning and investment management by introducing a specialized boutique of services.
Mike took his unique business plan utilizing fee-based investment advice, attorneys, CPAs, tax, and insurance professionals to the next level. Following the Strict Fiduciary Standard along with his forward-thinking entrepreneurial vision, the firm now has over 14 full-time associates in his office, all under one roof.
Not only is Mike a Fiduciary and required to set his clients’ interests before his own, he is also a fee-based Investment Advisor Representative. This means that all conflicts need to be disclosed and there can’t be any up-front commissions as they often create a conflict themselves. The way Mike is compensated is from a small percentage of your account balance that comes out on a monthly basis. So, when your balance declines so does his fee. If your balance increases then you both benefit. It’s more like a business partnership as your goals will be aligned.
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.