Welcome to Passehl Financial

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 clients' 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.


Stay Informed on Financial Markets

Markets may be wary, but a financial plan is the antidote to uncertainty. Our Weekly and Quarterly Market Commentaries outline our broader economic view. Read Market Commentaries.


For Business Owners

Take this survey to learn more about yourself and your business.

 How Ready Are You to Sell Your Business?


Fee Based Planning

Our role with clients goes beyond just providing expert guidance in the creation of your financial plan. When we work with you during a fee-based financial planning engagement, we follow the fiduciary standard which means that we act in your best interest and put your interests ahead of ours. We'll also help you implement your plan through a combination of innovative investment and insurance solutions.


Northwestern Mutual supports Alex's Lemonade Stand FoundationAlex'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.

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


Passehl Financial Services

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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