After careful thought, research, and planning,
we have determined to reopen our office on
Monday, May 18th.
To read about our reopening plan and how
you can help us to keep a safe and healthy
office, please click here.
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.
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.
Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.