Patrick L Raftery

I believe in the American Dream! With the exclusive tools available to me through Northwestern Mutual, I help people, businesses, and families plan, prepare, and produce for the future on their own terms.

Northwestern Mutual Mission Statement

"The ambition of Northwestern Mutual has been less to be large than to be safe; its aim is to rank first in benefits to policyowners rather than first in size. Valuing quality above quantity, it has preferred to secure its business under certain salutary restrictions and limitations rather than to write much larger business at the possible sacrifice of those valuable points which have made Northwestern Mutual pre-eminently the policyowner's company."     - Northwestern Mutual Executive Committee, 1888

For over 130 years, Northwestern Mutual has held true to this statement.  Then, as today, the client is my focus as I work to create financial plans for people, businesses, and families.

HELPING CREATE YOUR FINANCIAL PLAN

Achieving financial security is a personal journey that evolves through different stages of life, such as starting a career, raising a family, sending your children to school, and retiring. I can help you develop a personalized financial plan based on your values and aspirations for the future. 

However, having a comprehensive plan is not enough. To achieve financial security, you need to take action and regularly evaluate and adjust your plan over time. Together, we can create a timeline to safeguard your future and take the necessary steps to respond to any unexpected event that may come your way.