Broker Check

A HUGE thank you to our generous clients
for another successful food drive!
We were able to donate 520 pounds of food to
The Salvation Army
along with cash donations
of $225 which will be matched!
We also had clients who decided to
donate their holiday hams!
Those will be delivered to Homeless Connections
when Don goes there to volunteer to serve a meal.
Thank you all for your generosity!

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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