Thank you to our generous clients!
During our annual food drive we received
390 pounds of food and $270
to donate to The Salvation Army-Fox Cities.
Recently our office staff went through the training program
offered by Fox Valley Memory Project to become
Purple Angels. We were shown the skills needed to offer
hospitality and support to persons contending with memory loss,
confusion, 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.
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.
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.