Specialties
About Me
PLAN | PREPARE | PRODUCE Financial Clarity – Driven by Purpose We believe the right financial plan changes everything.
That’s why we work with generous families, successful business owners, and motivated people who want more than surface-level advice. They want clarity. They want confidence. And they want a financial plan with purpose. Together, we build disciplined financial strategies designed to protect what matters, grow what’s possible, and leave behind more than money. We call it Plan. Prepare. Produce. And it’s how we turn intention into impact—one decision at a time. When you are ready to take control of your financial future, let’s have a real conversation. I’m here to help you plan with purpose, protect what matters, and leave a legacy of more than money. Call me: 847.736.5469!
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Interests & Hobbies
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Credentials
ARM
Chartered Designations
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Disclosures
Patrick L Raftery | NPN: 7119246 | CA: 0I54936 | CRD: 6875217 –– Schedule a meeting: 15-minute Introduction | 30-Minute Check-In | 60-minute Financial Planning/Review Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Patrick L Raftery is an Insurance Agent of NM and NLTC, a Registered Representative of NMIS, and an Advisor of NMWMC. There may be instances when this agent represents companies in addition to NM or its subsidiaries. While links to other websites are provided for convenience and information, please be advised that except for information related to NM, the inclusion of, or linking to, other websites does not imply NM endorsement of, nor responsibility for, those websites. Please do not send orders for mutual funds or securities via email, as they cannot be processed. Your transmission of electronic mail to this address represents your consent to two-way communication by Internet email. If you received this in error, please contact the sender and delete the material from any computer on which it exists.