Paul Roa CLU®

Financial Representative

Paul Roa

Office: 757-476-6734 ext 17

4097 Ironbound Rd Ste D
Bldg D
Williamsburg, VA 23188-2676

Get a Map

Contact Me
 
 

Sign Up for My
E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

 

Refer a Friend

Do you know someone who might share your concerns about financial security?

 
 
 
 

Advanced Planning Library

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

 

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 and the National Council on Economic Education (NCEE).

Click here to visit the site

How do you approach your money and other assets under your control?

Why not take an integrated big picture approach, looking at how you deal with money and assets in the context of the other areas of your life?

Paul Roa likes to broaden the horizon of those he works with, in how they think about money and how they determine the use of their assets, now and in the future. Money is simply a means of exchange based on VALUE. When your financial decisions reflect the things that you truly value in life, and benefit the people you care about most in light of those values, the results are fulfilling and rewarding.

Philosophically, Paul Roa believes your values and beliefs should dictate your financial behaviors. Thus, Paul takes a coaching approach to what he does, working with you to align your actions with your values.

Paul Roa would consider it an honor to be part of your team as you analyze-

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

B. Ways to understand how your money connects with and impacts the more meaningful areas of 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.