Contact us

Advanced Financial Strategies is independent of Tucker Asset Management. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP™ certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP™ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’sinvestment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.

Client Relationship Summary – Click to View