Five Star award winner Scott Svoboda

PROFESSIONAL PROFILE

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Scott Svoboda

Tru Financial Strategies

2815 Forbes Ave Ste 107

Hoffman Estates, IL 60192

Office: 847-851-2242

scott@trufs.net
www.trufs.net

Professional Approach

Scott is the Co-Founder and a principal wealth advisor at Tru Financial Strategies. He’s passionate about helping clients enter the distribution phase of retirement by reviewing their financial picture and exploring custom strategies designed to support their long-term goals.

Scott earned his Bachelor of Science degree in Business from Northern Illinois University in DeKalb, Illinois, in 1978. Scott also holds a Series 65 securities license and serves as a financial advisor with fiduciary responsibility. He is also a licensed insurance professional.

Scott began his career in financial services as an independent licensed insurance professional because he saw a way to make an impact on people’s lives by helping them plan for a successful retirement. “I saw how proper planning can make a difference in the stability of our financial future, and I wanted to help others to do the same.”

Scott takes a thorough and client-centered approach to retirement planning. He works with individuals to assess key areas of their financial strategy, such as income sources, Social Security, asset allocation, and tax and estate considerations. By helping clients coordinate these elements, Scott works with them to build plans that reflect their goals and unique circumstances.

Since 1986, Scott has also served as a volunteer board member on the Board of Directors for H.C.L. Foundation, a nonprofit organization with a purpose to educate patients and physicians and to raise funds for research and treatment for Hairy Cell Leukemia.

Scott and his wife Kim have been active members in their church community since 1985. In his free time, he enjoys fishing, boating, traveling, and flying. They reside in Elgin, Illinois, and have been blessed with two wonderful daughters, Christy and Bethany, a terrific son-in-law, Nathan, and five beautiful grandchildren.

See Accomplishments

This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/01/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6399 Chicago-area wealth managers were considered for the award; 362 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 6,273, 400, 6%, 10/1/24, 1/9/24 - 8/9/24; 2023: 5,549, 405, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 4912, 384, 8%, 10/1/22, 1/24/22 - 7/29/22; 2021: 5635, 386, 7%, 10/1/21, 12/28/20 - 8/6/21; 2020: 4636, 356, 8%, 10/1/20, 1/6/20 - 8/7/20; 2019: 5430, 429, 8%, 10/1/19, 1/7/19 - 8/9/19; 2018: 5449, 435, 8%, 10/1/18, 1/12/18 - 8/17/18; 2017: 3781, 438, 12%, 10/1/17, 12/16/16 - 8/3/17; 2016: 3411, 726, 22%, 9/1/16, 2/26/16 - 8/19/16; 2015: 5833, 716, 12%, 10/1/15, 2/4/15 - 8/3/15; 2014: 8161, 744, 9%, 10/1/14, 2/4/13 - 8/3/13; 2013: 3998, 772, 19%, 10/1/13, 2/4/12 - 8/3/12; 2012: 2970, 780, 26%, 10/1/12, 2/4/11 - 8/3/11.

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Investment Adviser Representative of and investment services offered through Royal Fund Management, LLC, DBA Tru Financial Strategies, an SEC Registered Adviser. 401(k) Maneuver is another business name for Royal Fund Management, LLC. Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products only. Royal Fund Management and Tru Financial Strategies are not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors. Royal Elite Club, Presidents Club, and Chairmans Club are awarded by Royal Fund Management. Club acceptance is based solely on Total Assets under Management. No other factors or professional endorsements are needed.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.