Paul Roa
Contact Me

Office: 757-476-7706
877-621-7762

4097 Ironbound Rd Ste C
Williamsburg, VA 23188-2676

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Lessons From the World of Golf

For professional golfers to achieve a high ranking amongst their peers, it takes consistent performance in tournament after tournament. The same is true in business. So, how does Northwestern Mutual stack up on the industry leader board?

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Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

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Get Involved in Our Volunteer Initiative

Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green

Go PaperlessNMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

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New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

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Ratings agencies affirm Northwestern Mutual’s top rating – again!

For the 19th consecutive year, all four major ratings agencies affirmed Northwestern Mutual’s best-possible insurance financial strength ratings. See what Fitch Ratings, A.M. Best, Moody’s Investors Service and Standard & Poor’s said about Northwestern Mutual’s consistent strength and stability.

How do you approach the management and stewardship of the assets under your control? 

Paul Roa enjoys the interaction of working together with his clients and their team of advisors.  When your financial decisions reflect the things that you truly value in life, and  the people you care about most in light of those values, the results can be fulfilling, rewarding and truly make a difference. 

Taking a big picture view,  Paul believes your values and beliefs should dictate your financial choices.   As a result, Paul takes a coaching approach, working with you to align your actions with your values. 

A. Decisions based on a larger view of your life and priorities; 

B. Ways to understand how your plans impact the most meaningful people in your life;

 C. Options that can move you closer to achieving your desired results.
 

 

Recomended Articles

What's Key for Your Business?  Paul Roa recommends this article for business owners interested in learning how key person life and disability insurance can help a business protect itself against the financial risk associated with losing a key employee.

Long-term care is becoming a more and more common expense for Americans.  For people interested in learning more about the need for long-term care insurance, Paul Roa recommends the article  Addressing a Long-Term Care Concern.

Many of Paul Roa's clients ask him where they can find more information on estate taxes and charitable giving.  The article "Gifting" Can Provide an Effective Estate Distribution is one that Paul recommends for clients desiring an overview of the subject.

Important Links

Northwestern Mutual Financial Network Homepage
Northwestern Mutual Investment Services Homepage
National Association of Estate Planners and Councils
 

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Dividends on Northwestern Mutual Long Term Care.
Celebrating 150 years of quiet strength!

My Mission

By matching your needs and desires with innovative solutions Paul Roa will strive to help you protect and provide for those people you care about most.  He will work hard to build a relationship with you based on trust and integrity, always looking to excel in providing you with the same level of ethical service that he would expect for himself.

Along with a Network of Specialists, Paul can provide innovative solutions using world-class insurance services and internationally recognized investment products.  


Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.