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NWF Advisory
Rob Schultz, CFP®, PFP
Financial Planner
310-475-5854 x761
rschultz@nwfadvisory.com
Welcome to NWF Advisory
NWF Advisory was founded in 1969 by a group of financial service professionals who were on the leading edge of investment planning in the 1970's. Today, NWF is one of the oldest independent financial planning firms based in Los Angeles, and serves clients throughout the country. The organization has continued to provide professional wealth management services for individuals, families, and business, while maintaining its independence.

Newsletters
  • Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
    The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much
  • Managing Debt While Saving for Retirement
    It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone.
  • Examining the Taxpaying Population: Where Do You Fit In?
    Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and
  • Is the Social Security Administration still mailing Social Security Statements?
    Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social
  • What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
    
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Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through NWF Advisory Services Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Certain insurance products offered through New World Financial & Insurance Services, Inc., an entity not affiliated with Royal Alliance Associates, Inc. or registered as a broker/dealer or investment advisor.



This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, IL, ME, MA, NV, NM, NY, OR, PA, PR, TX, WA and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.