Protecting your wealth

Insurance can play a critical role in virtually any comprehensive financial strategy, helping you to protect the value of your assets, protect your income and your family’s financial security — even perform important functions in a business succession or estate plan. I can help you analyze your current insurance portfolio and work to update your coverages to fulfill personal and strategic goals.

Life and disability income insurance
Life insurance trusts
Key-person insurance

Matt Rose, NMLS # 1873264 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Matt Rose, NMLS # 1873264 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Matt Rose, CFP®, CPFA®, CRPS®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 402-392-6144

Melissa Kouba

Sales Assistant 2

Phone: 402-392-6125

Address

Omaha
12910 Pierce Street, Suite 300
Omaha, NE 68144
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Business continuity plan
Statement of Financial Condition

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