Helping you live your best life.

Let us help complete your financial picture. We are in Andover, Kansas but have clients throughout the country. Whether you own your business or are an employee, our clients want cost-effective and tax efficient solutions. We would be happy to share ways to reduce areas of risk in your financial picture and offer a more reliable way to add some stability to your income and capital needs.

Geoff Stalker - Retirement Plan Specialist & Wealth Management Advisor

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Planning for Financial Security with Northwestern Mutual

Watch this short video to learn more on how Northwestern Mutual's comprehensive financial will help you achieve the future you envision for yourself.

Qualified Retirement Plans

Company sponsored retirement plans are typically a top 10 expense item for any large company, but an integral component to attract, retain, and reward talent. There are typically many moving parts and opportunities for inefficiency. The difference between an 'OK' plan and a great plan can be significant.

Our Outcome Based Model—in the emerging/small plan size market ($50 Million & Less), typically uncovers inefficiencies in one or more of these seven areas: How we address these weaknesses can dramatically improve outcomes:

  1. Company Level: Employee perception of the 401k as a “benefit”
  2. Plan Level: What are the plan goals? What are the measureable outcomes?
  3. Investment Level: Evaluation process and fee levelization
  4. Participant Level: Education Strategy, Communication & Technology
  5. HR Support Level: Best of practice plan guidance and support for the support
  6. CFO Level: How can ‘retirement readiness’ improve company bottom line
  7. Trustee Level: Are plan trustee(s) maximizing all available fiduciary protections?

How do you know if your plan fees are reasonable? When was the last due dilligence fee benchmark analysis performed for your plan? Let us help.

Qualified Retirement Plans typically cover substantially all eligible employees and have special income tax advantages. These types of plans are subject to strict and somewhat complex rules in order to obtain these tax advantages. Geoff Stalker works extensively with clients on Qualifies Plans.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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