Patrick has worked as a financial consultant for over 30 years, choosing to focus on integrity and building trust with clients. He listens to clients to protect their lifestyle and preserve and grow their assets for current and future use. This increases clients' clarity, confidence, and peace of mind in making financial decisions and caring for their loved ones. Patrick's firm provides business planning, estate planning, financial planning, retirement planning, charitable planning, investment management, employee benefits, insurance and risk management services.
The Members of Smith Elliott Kearns & Company, LLC are pleased to announce that Jodi M. Blair, CPA, Steven D. Lubart, CPA, Timothy E. Peters, CPA and Craig E. Witmer, CPA, CGFM have been elected as Associate Members of the Firm effective January 1, 2013.
Jason Grill connects entrepreneurs, startups, mobile, technology and small to medium size business with the right exposure, resources and connections. Jason Grill owns JGrill Media which is a strategic consulting firm that focuses on media relations,public relations, contributing and commentating.
Ray Blunk Is The President Of Total Financial Group ronyeakes
Ray Blunk, a financial advisor, is associated with Total Financial Group, Inc., which is a consultation firm offering services in investment, insurance, and financial planning. The company strives to improve the financial status of their clients.
The Members of Smith Elliott Kearns & Company, LLC are pleased to announce that Jodi M. Blair, CPA, Steven D. Lubart, CPA, Timothy E. Peters, CPA and Craig E. Witmer, CPA, CGFM have been elected as Associate Members of the Firm effective January 1, 2013.
Jason Grill connects entrepreneurs, startups, mobile, technology and small to medium size business with the right exposure, resources and connections. Jason Grill owns JGrill Media which is a strategic consulting firm that focuses on media relations,public relations, contributing and commentating.
Ray Blunk Is The President Of Total Financial Group ronyeakes
Ray Blunk, a financial advisor, is associated with Total Financial Group, Inc., which is a consultation firm offering services in investment, insurance, and financial planning. The company strives to improve the financial status of their clients.
Bond Beebe Family Business Advisory Practice Groupgeoffbrown
Family-owned and operated businesses have unique needs. Since our founding in 1932, Bond Beebe has partnered and grown with 1st, 2nd, 3rd and even 4th generation family enterprises. Our team understands how to serve both the family and the business needs of family enterprises.
David Silipigno is a businessman and founder of David B. Silipigno Foundation. Born in Boston Massachusetts, David Silipigno ventured into business when he was 19 years old. Through his hard work and commitment to the David Silipigno became a successful businessman at a young age.
Bond Beebe Family Business Advisory Practice Groupgeoffbrown
Family-owned and operated businesses have unique needs. Since our founding in 1932, Bond Beebe has partnered and grown with 1st, 2nd, 3rd and even 4th generation family enterprises. Our team understands how to serve both the family and the business needs of family enterprises.
David Silipigno is a businessman and founder of David B. Silipigno Foundation. Born in Boston Massachusetts, David Silipigno ventured into business when he was 19 years old. Through his hard work and commitment to the David Silipigno became a successful businessman at a young age.
This presentation is very interesting about birthday greeting card. From this presentation you can find information about birthday ecards, birthday ecard, etc.
Ray Blunk– Professional Financial Advisor ronyeakes
Ray Blunk is the founder and president of the Total Financial Group, which is an organization based out of Carmel, Indiana. Although their specific niche is Premium Financed Life Insurance, they also deal with stocks, bond, securities, annuities, 401k plans, estate planning, IRAs, long term care insurance, and more.
The purpose of Bathurst Women’s Network is to encourage women and supporters of women to actively meet on a regular basis to learn, to share ideas, to support each other, and to ensure that each member reaches their full potential as a business owner, senior executive and leader.
The purpose of Bathurst Women’s Network is to encourage women and supporters of women to actively meet on a regular basis to learn, to share ideas, to support each other, and to ensure that each member reaches their full potential as a business owner, senior executive and leader.
Total Financial Group is a financial advisory services provider. Ray Blunk has good knowledge and experience of offering financial consultations. He completed BSBA from renowned Xavier University in Ohio, US.
A combined end of year event and Christmas Party for Bathurst Women's Network and the Persuaders Powerhouse and Ubuntu. Jen Harwood is the Guest Speaker!
Bathurst Women's Network and Persuaders Christmas Lunch 17122014
Bio
1. Protect □ Preserve □ Grow
For over 30 years people have cho-
sen to work with Patrick because of
his integrity and commitment to
create and sustain relationships
based on trust.
What this means is that he listens,
and shows a genuine interest in his
clients to protect their lifestyle, and
preserve and grow their assets for
themselves and their loved ones.
The real benefit to his clients is the
increased clarity, confidence and
peace of mind knowing they will
make smart decisions with their
money and honor the commitments
they’ve made to those they care
about.
Our Expertise Includes:
Business Planning
Estate Planning
Financial Planning
Retirement Planning
Charitable Planning
Investment Management
Employee Benefits
Voluntary Benefits
Insurance & Risk Management
Contact Information:
510 Alderson Street
Scholfield, WI 54476
Phone | 715-241-6763
Fax | 715-241-6835
patrick@myFamilyCFO.net
www.myFamilyCFO.net
Investment Advisor services offered
through myFamilyCFO, Inc., a
Registered Investment Advisor.
Since 1983 people have chosen to work with Patrick because of his
integrity and commitment to create and sustain relationships based
on trust. What this means is that he listens, and shows a genuine
interest in his clients to protect their lifestyle, and preserve and
grow their assets for themselves and their loved ones. The real
benefit to his clients is the increased clarity, confidence and peace
of mind knowing they will make smart decisions with their money
and honor the commitments they’ve made to those they care about.
myFamilyCFO was launched in 2006 to help our clients restore
simplicity, balance and focus. Our strategic relationships with
some of the best financial, retirement, legal, investment, tax and
insurance minds in the U.S. allows us to share a consultative ap-
proach to educate, organize and prepare our clients for life’s finan-
cial contingencies. The real benefit to them is the increased confi-
dence of knowing they have a dedicated team of experts on their
side to guide them through life’s challenges and planning opportu-
nities.
Personal Interests
Rotary Club of Wausau 1989-Present. President 2004-05
United Way of Marathon County 2005-Present.
Board of Directors 2014-Present. Chair-Community Impact
UW Marathon County Foundation Board 2013-Present
Youth Soccer 1999-2014. Coach, Board, President
Junior Achievement Volunteer 2001-Present
Leadership Wausau Alumni Association, Class of 1989
Wausau Area Chamber of Commerce 1989-Present
Small Business & Family Business Chair, 1989-93
Patrick has been married to Karrye since 1990 and they have two
children, Paul and Kenzie. He enjoys golf, tele-mark snow skiing
and reading about small business, leadership and World War II.
Patrick Bradley
Financial Consultant