Paul Roa, CLU®, ChFC®, RICP®

Financial Representative

News

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

How can life insurance benefit you today?

Permanent life insurance is more than just protection for your family in the event of your death. Learn how it can also provide benefits to you and your family while you’re living?

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Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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Create Guaranteed Income for Life

Today, you’re responsible for creating your own paycheck in retirement. Watch this short video to learn about sources of guaranteed retirement income.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

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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Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

The Ultimate Guide to Finances in Your 30's

The Ultimate Guide to Finances in Your 30's

How to make your money work for you.

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Social Security Simplified: Select the Right Options to Help Maximize Your Income

Learn the options available that could get you a larger benefit. Download now.

 

 

Changing Jobs? Options for your 401(K)

As you make the move to a new job, consider the options for your 401(k) to make the best decision for your financial situation. Watch now.

Save Smarter: The Truth About Your 401K

Don’t put all your eggs in one basket. Get the facts in this free guide.
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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.
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Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

Finances in Your 30s: A Start-to-Finish Guide

From saving for your first home to investing in your future. Read more

Money and Marriage A Guide to Combining Finances

How to tackle everything from joint bank accounts to budgeting to taxes. Read more

 

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