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