Paul Roa, CLU®, ChFC®, RICP®

Financial Advisor

Financial Planning for Your Business and Family

Most successful businesses are created with an idea and grow with hard work.  But it takes foresight and a comprehensive plan for these businesses to thrive and then also outlive their founders.  The businesses that are successful, those that flourish from one generation to the next, are the ones with owners who know how to recognize and solve problems ….. owners who know when to ask for help ….. owners who know how to hire “expertise.”

We help clients build and manage lifelong financial plans focused on achieving their most important aspirations and dreams at every stage of life.

 

 

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Social Security Won’t Be Enough: 6 Reasons to Consider an Income Annuity

Learn how you may be able to save less to meet your retirement income goals, keep up with inflation, and create guaranteed retirement income that never runs out.
Download FREE guide

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck