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Protect □ Preserve □ Grow

For over 30 years people have cho-

sen to work with Patrick because of

his integrity and commitment to

create and sustain relationships

based on trust.

What this means is that he listens,

and shows a genuine interest in his

clients to protect their lifestyle, and

preserve and grow their assets for

themselves and their loved ones.

The real benefit to his clients is the

increased clarity, confidence and

peace of mind knowing they will

make smart decisions with their

money and honor the commitments

they’ve made to those they care

about.

Our Expertise Includes:

Business Planning

Estate Planning

Financial Planning

Retirement Planning

Charitable Planning

Investment Management

Employee Benefits

Voluntary Benefits

Insurance & Risk Management

Contact Information:

510 Alderson Street

Scholfield, WI 54476

Phone | 715-241-6763

Fax | 715-241-6835

[email protected]

www.myFamilyCFO.net

Investment Advisor services offered

through myFamilyCFO, Inc., a

Registered Investment Advisor.

Since 1983 people have chosen to work with Patrick because of his

integrity and commitment to create and sustain relationships based

on trust. What this means is that he listens, and shows a genuine

interest in his clients to protect their lifestyle, and preserve and

grow their assets for themselves and their loved ones. The real

benefit to his clients is the increased clarity, confidence and peace

of mind knowing they will make smart decisions with their money

and honor the commitments they’ve made to those they care about.

myFamilyCFO was launched in 2006 to help our clients restore

simplicity, balance and focus. Our strategic relationships with

some of the best financial, retirement, legal, investment, tax and

insurance minds in the U.S. allows us to share a consultative ap-

proach to educate, organize and prepare our clients for life’s finan-

cial contingencies. The real benefit to them is the increased confi-

dence of knowing they have a dedicated team of experts on their

side to guide them through life’s challenges and planning opportu-

nities.

Personal Interests

Rotary Club of Wausau 1989-Present. President 2004-05

United Way of Marathon County 2005-Present.

Board of Directors 2014-Present. Chair-Community Impact

UW Marathon County Foundation Board 2013-Present

Youth Soccer 1999-2014. Coach, Board, President

Junior Achievement Volunteer 2001-Present

Leadership Wausau Alumni Association, Class of 1989

Wausau Area Chamber of Commerce 1989-Present

Small Business & Family Business Chair, 1989-93

Patrick has been married to Karrye since 1990 and they have two

children, Paul and Kenzie. He enjoys golf, tele-mark snow skiing

and reading about small business, leadership and World War II.

Patrick Bradley

Financial Consultant

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