Patrick L Raftery

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 move forward with confidence. 

Call me: 847.736.5469!

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.