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.



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Our Beliefs and Values

Our Financial Planning Approach


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 ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Geoffrey J. Passehl, WMCP®, ChFC®, CLU®, RICP®, CASL®
Wealth Management Advisor


Passehl Financial Services

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