Paul Roa
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Office: 757-476-7706

4097 Ironbound Rd Ste C
Williamsburg, VA 23188-2676

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Advanced Planning
Library

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

  

Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Themint.org – Financial Literacy for Kids

An interactive Web site designed to help parents raise "money smart" kids. Visit this award-winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual.

Click here to visit the site

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
 

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.

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.