Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.


In compliance with Governor Evers “Safer at Home” order,
we have decided to close the office doors until the order is lifted.

Rest assured, as an essential business we still are in operation,
however we will be working with clients remotely.

What does this mean to you as our valued client?

  • In-person appointments are not allowed.
    We will gladly discuss your issues over the phone
    and can provide video conferencing, if preferred.

  • Our phones will be transferred to Tammy’s home where she will be
    safely fielding all incoming calls. Don and Brian will be calling clients
    back throughout the days.

  • We have complete access to all essential business functions remotely.

  • We will be heavily relying on email communication during this time,
    so please feel free to email us at

We greatly appreciate your trust and understanding
during these uncertain times and look forward to
seeing you again soon!

Purple Angel

Our office staff has completed the training program
offered by Fox Valley Memory Project to become
Purple Angels.
We have the skills needed to offer
hospitality and support to
persons contending with memory loss,
or other symptoms associated with dementia.

We are dementia aware and prepared to offer assistance
to persons with dementia and their care partners.

For more information on this program and the services they offer,
please visit their website here.

For our latest Podcast,
click on Real Wealth Weekly below.


About Us

All of our dealings will be with honesty and integrity and with the goals and aspirations of our clients in mind. Our Retirement Planning process will include insurance protection against dying too soon, living too long, and becoming disabled.

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Our Services

Our services cover all areas of financial management, from investment* and retirement planning to risk management and estate conservation.  We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs with the goal to meet both short-term and long-term objectives.

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Meet Our Team

Don Schleicher and Brian Witz have over 55 years of combined experience in the insurance and financial services industry. They will work with you on your schedule to share their knowledge and expertise with you to help you meet your financial goals.

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