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.

HSI Wealth Strategies

Aaron Matthew Stark, CFP®, MBA
Founder and Wealth Management Advisor


HSI Wealth Strategies

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.