Welcome to Our Site

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.

Signture

Geoff Stalker - Retirement Plan Specialist & Wealth Management Advisor

Planning for Your Future

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 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. Read more: Qualified Retirement Plans | Northwestern Mutual .

What is a 401k? - the basics

 

Other Areas of Guidance for Business Owners

If you own or operate a business, Geoff Stalker recommends the following articles:Business Markets Stratey map

Click here to read additional articles.

 

With a focused expertise on the business owner, Geoff Stalker can provide guidance for any stage of your business:

 

Focus on Retirement for the Individual

We are living longer that ever - and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it is important to develop a sound retirement plan today to make the most of you savings for tomorrow.

Geoff Stalker works with his clients in every phase of retirement planning:

Geoff Stalker and his team excel in serving pre and post retirees with wealth managment and income optimization through a unique strategy designed to preserve and manage your wealth, protect against risk with predictable steady income for life.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Geoff A Stalker, CLU®, ChFC®, CRPS®

Wealth Management Advisor

  • Office 316-260-6061
  • Fax 316-462-0656

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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