Tradewell Tax & Financial Web Site Privacy Statement
The privacy, confidence, and trust of individuals who visit Tradewell Tax & Financial web site are important to us. No personal information is collected at this site unless it is provided voluntarily by an individual while participating in an activity that asks for the information. The following paragraphs disclose the information gathering and usage practices for the web site.
Collection of Information
Tradewell Tax & Financial only collects the personal information that is necessary to provide the information or services requested by an individual. "Personal information" refers to any information relating to an identified or identifiable individual who is the subject of the information. This is the same information that an individual might provide when visiting our office and it includes such items as an individual's name, address, or phone number. We also collect statistical information that helps us understand how people are using the web site so we can continually improve our services. The information collected is not associated with any specific individual and no attempt is made to profile individuals who browse the web site.
Use of InformationTradewell Tax & Financial uses the collected information to respond appropriately to requests. This may be to respond directly to you or to improve the web site. E-mail or other information requests sent to Tradewell Tax & Financial may be retained for future use by Tradewell Tax & Financial.
Web Site Security
Tradewell Tax & Financial is committed to the security of the information that is either available from or collected by this web site. Tradewell Tax & Financial has taken multiple steps to safeguard the integrity of its telecommunications and computing infrastructure, including but not limited to, authentication, monitoring, auditing, and encryption.
Links to Other Sites
This web site may have links to other web sites. Tradewell Tax & Financial is not responsible for the content or privacy practices of these sites and suggests you review their privacy statements.
Under 13 / children
Tradewell Tax & Financial will not knowingly collect information about persons under the age of 13 without prior parental consent. If you are under the age of 13 you must ask a parent or guardian for help.
Disclaimers and Limitation of Liability
Tradewell Tax & Financial site is provided on an "AS IS," "as available" basis. Neither Tradewell Tax & Financial nor its affiliates, subsidiaries, or designees nor each of their respective officers, directors, employees, agents, third-party content providers, designers, contractors, distributors, merchants, sponsors, licensors or the like (collectively, "associates") warrant that use of Tradewell Tax & Financial site will be uninterrupted or error-free. Neither Tradewell Tax & Financial nor its associates warrant the accuracy, integrity or completeness of the content provided on Tradewell Tax & Financial site or the products or services offered for sale on Tradewell Tax & Financial site. Further, Tradewell Tax & Financial makes no representation that content provided on Tradewell Tax & Financial site is applicable or appropriate for use in locations outside of the United States. Tradewell Tax & Financial specifically disclaims warranties of any kind, either expressed or implied, including but not limited to warranties of title or implied warranties of merchantability or fitness for a particular purpose. No oral advice or written information given by Tradewell Tax & Financial, nor its associates, shall create a warranty. You expressly agree that use of Tradewell Tax & Financial site is at your sole risk.
Under no circumstances shall Tradewell Tax & Financial or its associates be liable for any direct, indirect, incidental, special or consequential damages that result from the use of or inability to use Tradewell Tax & Financial site, including but not limited to reliance by a user on any information obtained at Tradewell Tax & Financial site, or that result from mistakes, omissions, interruptions, deletion of files or email, errors, defects, viruses, delays in operation or transmission, or any failure of performance, whether or not resulting from acts of God, communications failure, theft, destruction or unauthorized access to Tradewell Tax & Financial records, programs or services. The foregoing Limitation of Liability shall apply whether in an action of contract, negligence or other tortuous action, even if an authorized representative of Tradewell Tax & Financial has been advised of or should have knowledge of the possibility of such damages. User hereby acknowledges that this paragraph shall apply to all content, merchandise and services available through Tradewell Tax & Financial site. Because some states do not allow the exclusion or Limitation of Liability for consequential or incidental damages, in such states liability is limited to the fullest extent permitted by law.
Errors will be corrected where discovered, and Tradewell Tax & Financial reserves the right to revoke any stated offer and to correct any errors, inaccuracies or omissions.
While Tradewell Tax & Financial takes steps to ensure the accuracy and completeness of product and third-party services provided, please refer to the originator of information for details, for example the manufacturer and/or web site for complete details.
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.