Helping You Create a Financial Plan That Grows With You

As a financial advisory team composed of former United States Air Force pilots, we work primarily with professionals in the aviation industry: airline pilots, aviation business owners and executives as well as those who own and operate aircraft. Our aim is to provide a flight path that alleviates anxiety and empowers our clients to live out their dreams through financial and retirement planning, tax-efficient strategies and investment management. Taxes are all too often the speed brakes of financial planning that inhibit people from saving and achieving their personal and financial goals. In working with high net-worth clients, our focus is to help reduce marginal retirement tax brackets through tax efficient strategies. 

 

We believe the most important aspect of life is our relationships with family and friends. While money is important, what matters more is what it enables us to do. The desire we hear most often from our clients is how they want to spend time vacationing with their loved ones, but in order to do that they bear the majority of the financial burden of travel and additional expenses. Our focus is to empower them to have the resources to accomplish those goals that allow them to spend time with their children and grandchildren. 
 
If we can help you answer any questions about the financial planning process or look at the plan you have today to see how we can make improvements, please don’t hesitate to contact our team and we’ll be happy to set up a time to have a brief conversation to explore working together. 

 

Office: 316.266.5068
 

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Aaron Matthew Stark, MBA, CFP®
Financial Advisor


HSI Wealth Strategies

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

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