Geoffrey James Passehl, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor

Passehl Financial Services

Passehl Financial serves a higher purpose in the lives of our clients. We are more than an annual engagement. We are more than a team that manages portfolios. The work we do transcends every aspect of our client's lives and separates us from our competition. In short, we inspire, educate, connect, insure and ensure. We change lives and pave the way for a better future for our clients by instilling confidence and creating peace of mind.


Our Broader View as Virus Fear Pushes Markets Into a Correction

Markets may be wary, but a financial plan is the antidote to uncertainty. Our market commentary for the week of March 2, 2020 has our broader economic view.


]How Ready Are You to Sell Your Business?

Northwestern Mutual supports Alex's Lemonade Stand Foundation

Alex's Lemonade stand logo

Passehl Financial is a proud participant in Northwestern Mutual's philanthropic program to accelerate the search for a cure to childhood cancer and to provide support to kids and families facing the daily struggles of this disease.

Learn more about Northwestern Mutual's efforts in the fight against childhood cancer.

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.


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