Concierge Planning Team

We partner with a dedicated team of experts from Northwestern Mutual’s home office that has more than 180 years of combined expertise in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys, and accountants, among others, to deliver and implement a customized plan addressing wealth management and preservation, business succession and exit planning, legacy needs, charitable goals, and retirement planning. We specialize in solutions for the following kinds of clients:

Individuals/families with any of the following planning needs:

  • Planning for second marriages/blended families
  • Providing for grandchildren (or future generations) using dynasty trusts
  • Planning with qualified plan or IRA assets
  • Planning for a special-needs beneficiary
  • Charitable planning
  • 401(k) implementation
  • IRA rollers

Business owners with any of the following planning needs:

  • Business succession or exit planning
  • Developing key employee retention strategies, including non-qualified plans
  • Implementing qualified plans
  • 401(k) implementation
  • IRA rollers

Executives with any of the following planning needs:

  • Non-qualified deferred compensation
  • Equity compensation, including stock options
  • Estate planning
  • Income tax strategies
  • 401(k) implementation
  • IRA rollers

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


Passehl Financial Services

 

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