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!
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
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.
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.