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Royal Wealth Partners Brochure

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Contact Us 9300 Underwood Ave Ste 500 Embassy Tower Omaha NE 68114 402 390 8282 www royalwealthpartners com royalwealthpartners Scott Royal Wealth Management Advisor Tayor Royal CFA CPA Scott Royal and Taylor Royal use Royal Wealth Partners as a marketing name for doing business as representatives of Northwestern Mutual Royal Wealth Partners is not a registered investment adviser broker dealer insurance agency or federal savings bank Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company Milwaukee WI NM and its subsidiaries Scott Royal is a Representative of Northwestern Mutual Wealth Management Company NMWMC Milwaukee WI fiduciary and fee based financial planning services a subsidiary of NM and federal savings bank Scott Royal and Taylor Royal are Insurance Agents of NM and Northwestern Long Term Care Insurance Company Milwaukee WI a subsidiary of NM and Registered Representatives of Northwestern Mutual Investment Services LLC NMIS securities a subsidiary of NM broker dealer registered investment adviser and member FINRA and SIPC We are committed to your financial success The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives Financial Representatives and their staff might not represent all entities shown or provide all the services discussed in this brochure Neither NM nor its Financial Representatives provide tax advice Please consult an independent tax professional for your individual circumstances Planning for a brighter future

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What We Do Royal Wealth Partners develops a comprehensive financial plan to protect grow and transfer your wealth Our Process Collaborate Risk Management Solutions The foundation of our planning process protects your income and net worth to help ensure that your family is secure Develop Strategy Review Your Success Our Commitment At Royal Wealth Partners we are committed to YOUR FINANCIAL SUCCESS With your unique goals in mind we will personally invest our time and effort to deliver PROVEN Investment Philosophy We coordinate your investment strategy and incorporate intelligently designed portfolios to help meet your financial needs SOLUTIONS and insights for your specific needs As your wealth partner we will provide COMPREHENSIVE WEALTH MANAGEMENT that combines investment solutions risk management and tax strategy Tax Strategy Our team is highly skilled in developing tax efficient ways to accumulate wealth distribute retirement income and help achieve your estate planning goals Our team is committed to FIRST CLASS We integrate all aspects of financial planning to ensure your success including Life and Disability Insurance CONCIERGE SERVICE offering a unique private client experience for you and your family A Centered Relationship Experience Legacy Planning Royal Wealth Partners helps guide the transition of your life s work to your family and the organizations you are passionate about Long Term Care Retirement Income Strategies 401k Rollovers Tax Efficient Savings Estate Planning

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What We Do Royal Wealth Partners develops a comprehensive financial plan to protect grow and transfer your wealth Our Process Collaborate Risk Management Solutions The foundation of our planning process protects your income and net worth to help ensure that your family is secure Develop Strategy Review Your Success Our Commitment At Royal Wealth Partners we are committed to YOUR FINANCIAL SUCCESS With your unique goals in mind we will personally invest our time and effort to deliver PROVEN Investment Philosophy We coordinate your investment strategy and incorporate intelligently designed portfolios to help meet your financial needs SOLUTIONS and insights for your specific needs As your wealth partner we will provide COMPREHENSIVE WEALTH MANAGEMENT that combines investment solutions risk management and tax strategy Tax Strategy Our team is highly skilled in developing tax efficient ways to accumulate wealth distribute retirement income and help achieve your estate planning goals Our team is committed to FIRST CLASS We integrate all aspects of financial planning to ensure your success including Life and Disability Insurance CONCIERGE SERVICE offering a unique private client experience for you and your family A Centered Relationship Experience Legacy Planning Royal Wealth Partners helps guide the transition of your life s work to your family and the organizations you are passionate about Long Term Care Retirement Income Strategies 401k Rollovers Tax Efficient Savings Estate Planning

Page 4

What We Do Royal Wealth Partners develops a comprehensive financial plan to protect grow and transfer your wealth Our Process Collaborate Risk Management Solutions The foundation of our planning process protects your income and net worth to help ensure that your family is secure Develop Strategy Review Your Success Our Commitment At Royal Wealth Partners we are committed to YOUR FINANCIAL SUCCESS With your unique goals in mind we will personally invest our time and effort to deliver PROVEN Investment Philosophy We coordinate your investment strategy and incorporate intelligently designed portfolios to help meet your financial needs SOLUTIONS and insights for your specific needs As your wealth partner we will provide COMPREHENSIVE WEALTH MANAGEMENT that combines investment solutions risk management and tax strategy Tax Strategy Our team is highly skilled in developing tax efficient ways to accumulate wealth distribute retirement income and help achieve your estate planning goals Our team is committed to FIRST CLASS We integrate all aspects of financial planning to ensure your success including Life and Disability Insurance CONCIERGE SERVICE offering a unique private client experience for you and your family A Centered Relationship Experience Legacy Planning Royal Wealth Partners helps guide the transition of your life s work to your family and the organizations you are passionate about Long Term Care Retirement Income Strategies 401k Rollovers Tax Efficient Savings Estate Planning

Page 5

Contact Us 9300 Underwood Ave Ste 500 Embassy Tower Omaha NE 68114 402 390 8282 www royalwealthpartners com royalwealthpartners Scott Royal Wealth Management Advisor Tayor Royal CFA CPA Scott Royal and Taylor Royal use Royal Wealth Partners as a marketing name for doing business as representatives of Northwestern Mutual Royal Wealth Partners is not a registered investment adviser broker dealer insurance agency or federal savings bank Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company Milwaukee WI NM and its subsidiaries Scott Royal is a Representative of Northwestern Mutual Wealth Management Company NMWMC Milwaukee WI fiduciary and fee based financial planning services a subsidiary of NM and federal savings bank Scott Royal and Taylor Royal are Insurance Agents of NM and Northwestern Long Term Care Insurance Company Milwaukee WI a subsidiary of NM and Registered Representatives of Northwestern Mutual Investment Services LLC NMIS securities a subsidiary of NM broker dealer registered investment adviser and member FINRA and SIPC We are committed to your financial success The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives Financial Representatives and their staff might not represent all entities shown or provide all the services discussed in this brochure Neither NM nor its Financial Representatives provide tax advice Please consult an independent tax professional for your individual circumstances Planning for a brighter future

Page 6

Contact Us 9300 Underwood Ave Ste 500 Embassy Tower Omaha NE 68114 402 390 8282 www royalwealthpartners com royalwealthpartners Scott Royal Wealth Management Advisor Tayor Royal CFA CPA Scott Royal and Taylor Royal use Royal Wealth Partners as a marketing name for doing business as representatives of Northwestern Mutual Royal Wealth Partners is not a registered investment adviser broker dealer insurance agency or federal savings bank Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company Milwaukee WI NM and its subsidiaries Scott Royal is a Representative of Northwestern Mutual Wealth Management Company NMWMC Milwaukee WI fiduciary and fee based financial planning services a subsidiary of NM and federal savings bank Scott Royal and Taylor Royal are Insurance Agents of NM and Northwestern Long Term Care Insurance Company Milwaukee WI a subsidiary of NM and Registered Representatives of Northwestern Mutual Investment Services LLC NMIS securities a subsidiary of NM broker dealer registered investment adviser and member FINRA and SIPC We are committed to your financial success The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives Financial Representatives and their staff might not represent all entities shown or provide all the services discussed in this brochure Neither NM nor its Financial Representatives provide tax advice Please consult an independent tax professional for your individual circumstances Planning for a brighter future