Services For Professionals

Here at Passehl Financial, we provide successful professionals with innovative products and solutions to help them grow, manage, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to balance today’s wants with tomorrow’s needs.

No matter where you are on your financial journey or how much planning you have or haven’t done, we’ll meet you where you are and help you make the best possible decisions moving forward. You can count on us to explain things to you in a way that makes sense, and to empower you with the information and tools you need to make decisions with clarity and confidence. Some of our key services are detailed below.

  • Retirement Planning
  • Wealth Management
  • Investment Management
  • Estate Planning
  • Asset Protection
  • Life Insurance & Long-Term Care
  • Charitable Planning
  • Debt Management
  • Disability Income Planning
  • Special Needs Planning
  • Education Funding

During regular portfolio reviews, you'll have the opportunity to reassess your goals and rebalance your portfolio accordingly.

Passehl Financial Services

Geoffrey J. Passehl
Financial Representative

Passehl Financial Services


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