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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.
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.