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    About our Firm

    When you call our office, you talk to a live person who knows you by name.  You don’t have to press buttons or stay on hold forever. You can see your advisor.  You can talk to your advisor.  Your advisor listens to you.

    You receive personal attention and hometown service – the way it used to be.

    Cam Monroe, CPA, is founder and owner of Advanced Financial Services.

    For more information or to schedule a complimentary appointment, please call Trae at (800) 696-3782 or CLICK HERE.

    Our Guide

    "Your Retirement Income Planning Checklist"
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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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