Tucker Financial Services

About

Tucker Financial Services is an independent, experienced financial services firm located in Southwest Topeka, Kansas. We work in all areas of your financial lives to plan for the expected and unexpected.

Story

Tucker Financial Services does not presume that products equal planning - Kevin and Joe know it's strategy (how you use the tools) that counts. They don't attempt to fit clients in a box, or give them generic solutions that might work for most people. Rather, they will listen to discern your individual financial objectives, and they will plan individually for you.

We also plan cooperatively. Kevin and Joe work on your behalf with professionals in other fields, including law, accounting, banking, and insurance, which helps bring together a well-rounded personal planning picture. We provide ongoing client service with regular communication - through monthly newsletters, individual planning reviews, and group educational meetings.

TFS values true independent thinking. That is why we are aligned with one of the most respected independent Broker/Dealers in the industry, Cambridge Investment Research, Inc. With Cambridge, we have total independence as to how we operate our business, and they provide all of the back office support an independent advisor requires such as compliance, marketing, licensing and regulatory updates. This freedom allows us more time and energy to focus on our clients.

Disclosure
Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Tucker Financial Services are not affiliated.

Mission

Financial planning to get the job done.

Products

Comprehensive Financial Planning, Investment Advice & Management, 401(k) & other rollovers, IRAs and Roth IRAs, Objective analysis of Financial Products and Strategies, Tax Planning, & Estate Planning