TradeWell Tax & Financial

TradeWell Tax & Financial Our mission is to help retirees and pre-retirees make the most of their resources to reach their financial and income goals.

As a fee-based, Fiduciary investment advisory firm, Tradewell specializes in custom-tailored guaranteed income plans. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet

both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on TradeWell Tax & Financial, please contact us today.

From the Tradewell Tax & Financial family, we wish you and your loved ones a safe, happy, and memorable Fourth of July! ...
07/04/2026

From the Tradewell Tax & Financial family, we wish you and your loved ones a safe, happy, and memorable Fourth of July! May your day be filled with celebration, freedom, and time spent with family and friends. Happy Independence Day!

✨ Out with the old, in with the NEW! ✨We gave the office at TradeWell Tax & Financial a little refresh with some new fur...
05/21/2026

✨ Out with the old, in with the NEW! ✨

We gave the office at TradeWell Tax & Financial a little refresh with some new furniture, and we are LOVING the new look! 🖤

If it’s been a while since you’ve stopped in, now’s the perfect time to schedule your account review, catch up on your finances, and check out the updated office while you’re here. ☕📊

We always appreciate our amazing clients and look forward to seeing everyone soon!

📞 Call us to schedule your review appointment today!

03/20/2026

🌷 Spring is in the air… and so is the madness 🏀

March is all about brackets, buzzer-beaters, and a little bit of luck.
But when it comes to your finances, we believe in a game plan — not guesswork.
If your financial strategy feels more like a busted bracket, it might be time for a fresh start this spring.

Let’s build a winning plan together. 💼
📞 Call our office today: 260-490-2084

REMINDER! See you all tomorrow via Zoom!
03/05/2026

REMINDER!
See you all tomorrow via Zoom!

TradeWell is hosting a Webinar this Friday, 3/6 at 11am
for a conversation with Mike about current events and important market updates.

This will be a beneficial and timely discussion you won’t want to miss!

Click the link below to register and secure your spot — we look forward to having you join us!

https://us06web.zoom.us/webinar/register/WN_hVJG8qKmT02mq8hTidWdlQ

TradeWell is hosting a Webinar this Friday, 3/6 at 11am for a conversation with Mike about current events and important ...
03/03/2026

TradeWell is hosting a Webinar this Friday, 3/6 at 11am
for a conversation with Mike about current events and important market updates.

This will be a beneficial and timely discussion you won’t want to miss!

Click the link below to register and secure your spot — we look forward to having you join us!

https://us06web.zoom.us/webinar/register/WN_hVJG8qKmT02mq8hTidWdlQ

🚨 LAST CALL! 🚨Our webinar is happening TODAY at 11:00 AM! ⏰There’s still time to register—don’t miss out on valuable ins...
02/26/2026

🚨 LAST CALL! 🚨

Our webinar is happening TODAY at 11:00 AM! ⏰

There’s still time to register—don’t miss out on valuable insights designed just for you. Secure your spot now before we get started!

👉 Sign up now and join us live!

See you at 11!

You’re cordially invited to our upcoming complimentary webinar:

Simple Investing & Retirement Planning for Entrepreneurs.
Join us on Thursday, February 26th at 11:00 AM ET

CLICK LINK TO REGISTER:
https://us06web.zoom.us/webinar/register/WN_nHA4c9lNRfWO0am17wTstA

02/19/2026

Tax Season + Retirement Connection

Quick question: Have you ever talked about retirement during a tax appointment?

These two areas go hand in hand more than most people realize. When taxes and retirement planning are aligned, it can lead to better decisions now and fewer surprises later.
If your current financial advisor isn’t having these conversations with you, it may be time to ask some important questions. Your future deserves that attention.

👉 Reach out to TradeWell Tax & Financial today to have a conversation about how taxes and retirement planning can work together. Call 260-490-2084!

TradeWell-Tax Season PollBe honest… where are you right now with your taxes? 👀👍 Already filed😅 Gathering documents😬 Have...
02/17/2026

TradeWell-Tax Season Poll

Be honest… where are you right now with your taxes? 👀
👍 Already filed
😅 Gathering documents
😬 Haven’t started yet
No judgment here—just options.

👉 Reach out to TradeWell Tax & Financial today to have a conversation if you’d like help getting started or finishing strong. Call 260-490-2084!

Address

130 West Main Street Suite 100
Fort Wayne, IN
46825

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12604902084

Website

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