Paul Roa

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

4071 Ironbound Rd
Suite 200
Williamsburg, VA 23188

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Advanced Planning
Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

  

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

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.

Build Your Foundation

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.

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Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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What is Long-Term Care and What are Your Options?

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How Much Would a Future Long-Term Care Event Cost?

Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care.

Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes

Do you apprieciate being able to make informed decisions?  Our main focus is to help maximize what you are doing and minimze mistakes. 

My job is to help you make informed decisions that feel right to you.    Your financial decisions reflect the things that you truly value in life, and  the people you care about most.

We believe your values should dictate your financial choices.   As a result, we take 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
http://youtu.be/9sicwS_hb_M 

Links

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.

Paul can provide innovative solutions using world-class insurance services and internationally recognized investment products.  


Northwestern Mutual

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 Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.