Enjoy Life Today. Leave a Legacy for Tomorrow.
Paving the Way for a Better Future Through Holistic Financial Planning
You’ve accomplished great things in life, and you deserve to enjoy your success with peace of mind—knowing that you’ve made the right moves for yourself and the people around you. Here at Passehl Financial Services, we understand that life is busy and financial decisions can be complicated, especially when you’re trying to balance the here and now with the future. That’s why you need a trusted partner at the table with you making sure the decisions you make are in alignment with your goals and values.
For more than 20 years, we’ve been doing holistic planning to empower people like you to make wise financial decisions with clarity and confidence. Rather than looking at one piece of the puzzle, we look at the entire situation from every angle so that we can help you live your best life and leave the legacy you desire. At the end of the day, we’re here to help you maximize your financial potential and impact your life so that you can make a greater impact on the community and the people you love.
Our Beliefs and Values
Our Financial Planning Approach
Our team is award winning
Geoffrey Passehl has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you. You can read the article here.
Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company, 20211
- We're one of the Top U.S. Independent Investment Broker-Dealers.2
- In dividends expected to be paid to policyowners in 2023.3
- AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.
3Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.
4Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2021; Fitch Ratings, AAA (highest), December 2021; Moody's Investors Service, Aaa (highest), December 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
