Total Financial Group Helps Clients Take Better Financial Decisions - PowerPoint PPT Presentation

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Total Financial Group Helps Clients Take Better Financial Decisions

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Total Financial Group has a team of highly experienced and qualified professionals who help clients invest their money in bonds, government securities, stocks, and annuities. These professionals are licensed and have in-depth knowledge about the financial matters. – PowerPoint PPT presentation

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Title: Total Financial Group Helps Clients Take Better Financial Decisions


1
Total Financial Group Helps Clients Take Better
Financial Decisions
2
  • Managing the finances is a difficult thing and
    people often depend on financial advisors who can
    guide them for investing their money in the most
    beneficial way.
  • Total Financial Group is a full service firm
    based in Carmel, Indiana.
  • The firm offers various services such as Estate
    Planning, Financial Planning, Retirement
    Planning, Business Planning, Insurance, and
    Wealth Management.

3
  • The company was founded in 1987 and since then,
    it strives to provide the best guidance and
    services to the clients.
  • They help their clients in managing their
    finances well and make their financial future
    safe and secure.
  • They help people in making the proper decisions
    while managing their finances.
  • The company offers long term financial strategies
    that work for the clients and help them manage
    their investments with maximum efficiency.

4
  • Total Financial Group has a team of highly
    experienced and qualified professionals who help
    clients invest their money in bonds, government
    securities, stocks, and annuities.
  • These professionals are licensed and have
    in-depth knowledge about the financial matters.
    Using their expertise and experience, they help
    their clients manage every aspect of their
    financial lives.
  • Insurance is an important investment, it prepares
    people for unfortunate incidents in life and
    helps in coping those difficult times.

5
  • By suggesting the right insurance solutions, the
    professionals help the clients get prepared for
    the crisis.
  • Similarly, they suggest retirement plans to the
    clients so that they can make their life
    affordable after retirement.
  • With their varied services, Total Financial
    Group, makes their clients self reliant and
    independent.
  • Ray Blunk is the president of the company and
    being qualified, experienced, and licensed
    professional, he guides the clients as well as
    the employees find the best financial solutions.

6
  • Ray Blunk is a graduate in Business
    Administration.
  • He did BSBA from famous Xavier University, Ohio.
    Afterward, he completed his Masters in Business
    Administration in 1969.
  • He had keen interest in football, basketball, and
    baseball.
  • While in college, he professionally played
    football for some time. In 1987, he received
    Secure 7 Securities License, which made him
    capable of being a Holistic Financial Advisor.

7
  • He started his firm Ray T Blunk Associates and
    now he is heading Total Financial Group for more
    than two decades.
  • He is an active golfer, enjoys bicycling, and
    watching his grandchildren play a variety of
    sporting activities.
  • He is actively involved with Wounded Warriors.

8
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