Paul M Isgar
Financial Advisor|CLU®, RICP®, CLTC®
Personal
I have been a Lake Mary resident since 1985 where I currently live with my wife Marie. We have two grown children Jake & Gabbi.
I enjoy the beach, Traveling and watching FSU sports.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Associations and Memberships
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Insurance Protection Strategies
Estate Planning
Multigenerational Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
