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Tradewell Tax & Financial
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Call TradeWell Tax  260-490-2084

Solutions

Surrounded By Financial Experience
That’s what it feels like when you are a client of TradeWell™ Tax & Financial.

We’re committed to helping you construct a comprehensive financial plan that aligns with your unique goals and aspirations. We know that just like individuals, no two families or financial plans are ever the same at TradeWell™.

We’ll show you how to make sure all of the key financial elements in your life are moving in the same direction; that the whole is greater than the sum of the parts. To meet your needs, we have assembled a talented team of specialists with extensive experience in one or more of the following disciplines:

Wealth Discipline Description
Investment Management Deciding which investments are right for you can seem like a daunting task. Our cost efficient approach to portfolio construction can make investing easier and more affordable. You can put everything in one safe place using our integrated financial application.
401(k) Rollovers If you’re approaching retirement, we can review your current 401(k) and recommend a Rollover/IRA strategy that’s customized to your personal goals.
Retirement Planning If you’re looking for a better approach to your corporate retirement plan, TradeWell™ can help. Our keen sense of fiduciary responsibilities ensures your interests always come first.
Financial Planning You can’t manage what you can’t measure. That’s why goal setting is so important in financial planning. Our planning services are designed to create a portfolio specific to your given resources and time frame relative to your given resources and timeframe.
Elder Law Services From end-of-life transition planning to Long-Term Care, our elder law specialist can address your family’s concerns with consideration and skill.
Risk Management Risk management covers a wide range of requirements, from insurance protections to capital preservation.

With TradeWell’s guidance, you can coordinate your entire financial program under one convenient roof. Our team can work seamlessly with your other professionals, too.

9604 Coldwater Rd
Suite 201
Fort Wayne, IN 46825
260.490.2084