Ray Blunk– Professional Financial Advisor - PowerPoint PPT Presentation

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Ray Blunk– Professional Financial Advisor

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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. – PowerPoint PPT presentation

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Title: Ray Blunk– Professional Financial Advisor


1
Ray Blunk Professional Financial Advisor
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As a holistic financial advisor, Ray Blunk of
Total Financial Group prioritizes the financial
future of his clients above all else. Holistic
financial planning is very important because
complete and proper management of financial
resources simplifies the process of achieving
important life goals such as buying a house or
starting a business. It provides a direction to
spending and budgeting, and helps people
understand how their current financial decisions
can impact their future life.
3
Ray 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.
4
Along with his team of knowledgeable
professionals with numerous years of experience
under their belts, Ray provides valuable insight
to his clients about getting their financial
future on track. Having been in the industry
since 1970, he is well equipped with the
information and experience needed to help out his
clients in insurance, investments, and finances.
He helps people examine their current resources
and makes recommendations for long term goals so
that they can set themselves for success.
5
The Total Financial Group consists of a team of
qualified individuals who work very hard in
assisting their clients in every aspect of their
financial lives. Since their business in essence
involves helping clients realize their dreams
through proper financial guidance, they leave no
stone unturned in the process.
6
Under the leadership of Raymond, the company has
become well known and they have an ever expanding
clientele base. Mr. Blunk is Life, Health
Insurance licensed since 1970. He also is an
Investment Advisor Representative and Registered
Representative of Transamerica Financial
Advisors, Inc. (TFA), and has successfully passed
the Series 7 securities examination.
7
Thank You!
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