For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.

You’ve likely saved some money, bought some life insurance and maybe even invested in the market, but have you really taken the time to look at your current financial situation in totality. More importantly, have you taken the time to ensure your financial future will be more secure?
 
That’s where I come in. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your insurance and investment needs, and provide comprehensive solutions for achieving a financially secure future.

Expert Guidance and Innovative Solutions

As a member of Northwestern Mutual, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions from a wide variety of organizations.
 
Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of the network, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
 
Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.  

My Mission

My mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, and suggest a strategy to help you reach those goals.  I can help you implement the plan through products and services of Northwestern Mutual and affiliates.

 

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Patrick J Barrett, CPA, CLU®, ChFC®, MBA

Financial Representative

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

How can life insurance benefit you today?

Permanent life insurance is more than just protection for your family in the event of your death. Learn how it can also provide benefits to you and your family while you’re living?

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck