Robert Schultz CFP® PFP
Financial Planner, NWF Advisory Financial Plans are unique to each physician and his or her area of practice.
For over 20 years my passion has been working with physicians throughout the country to provide financial advice and services; From Residency through Retirement. Over the years, I have developed trusting and long-lasting relationships that mature with every physician’s unique growing practice. I have had the privilege of being a recognized and frequent speaker at residency programs in California,
Nevada, & Arizona, which allows me to stay current on all of the challenges facing physicians. The typical client relationship encompasses a thorough initial meeting to assess your goals and needs. Recommendations are made to lead you down the path of accomplishing those objectives. A comprehensive investment plan is then implemented, and risk management analysis is performed. After the preliminary planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and your personal situation. One of the things I am most proud of is my volunteer work coaching Special Olympics skiing and golf. I have always believed that if we are fortunate enough to have insight and opportunities, then we are in a great position to give back. Securities, insurance and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Additional advisory services offered through NWF Advisory Services, Inc. Insurance services may also be offered through New World Financial & Insurance Services, Inc. Royal Alliance is not affiliated with either entity. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, HI, IL, MA, ME, NM, NV, NY, OR, PA, WA, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. Investments in securities involve risk, including the potential loss of principal invested. IMPORTANT: The site may contain links to articles or other information that are contained on a third party website. Royal Alliance does not endorse or accept responsibility for the content, or the use, of the web site. Royal Alliance assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Royal Alliance is not affiliated with LinkedIn. We do not control, serve, adopt or endorse any content that LinkedIn may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly.
