Ray is the president and founder of Total Financial Group, a firm that provides financial guidance and services to clients in investments, insurance, and financial planning. Along with his son and a dedicated team, Ray offers assistance with various financial products and services, including bonds, stocks, retirement accounts, insurance, and long-term care plans. With over 40 years of experience in the financial industry and a commitment to educating clients, Total Financial Group has developed an excellent reputation in Carmel, Indiana based on trust, professionalism, and quality service.
2. As president of the Total Financial Group(TFG),
which is an organization that serves the
comprehensive financial needs of its customers,
Ray is a former adjunct professor of Marian
College(Indianapolis) and Indiana UniversityPurdue University in Indianapolis (IUPUI). He has
extensive experience in the insurance industry,
and has been Life, Health licensed since 1970.
3. The TFG provides financial guidance to a plethora
of clients in investments, insurance and financial
planning.
With a forthright commitment to
excellence and personable service, it’s no wonder
that their clients keep on coming back to them for
advice regarding their financial matters. Along
with his son, Greg and a team of dedicated
professionals Total Financial Group provides
assistance with bonds, common stock, IRAs,
Government Security, 401k plans, college plans,
profit sharing plans, disability income insurance,
life insurance, annuities, and long term care
insurance amongst many other things.
4. Ray
has always been a very hardworking
individual, and completed his education from
Xavier University in 1968 with a football
scholarship.
After completing his BSBA in
marketing, next he did his MBA in marketing in
1969. In 1970, Raymond entered the financial
market, and also obtained his Securities 7 license
in 1987.
5. As a financial advisor, he is genuinely concerned
about the welfare of his clients, and that’s why he
believes in the power of educating them so they
can provide themselves with security in the future.
Based out of Carmel, Indiana, the
Total Financial Group has developed an excellent
reputation based on trust, professionalism, and
quality service. The company functions on the
basic notion that education and assessment of
one’s current financial situation is important to
safeguarding the future.