Equifax, a major credit reporting agency, recently announced that a breach of sensitive information – including Social Security numbers, driver’s license numbers and addresses – occurred between May and July of this year, affecting 143 million Americans.
Such an occurrence is troubling and may lead to you ask, “How does my financial advisor protect my information?”
Click here to learn more including suggestions on how to protect your information.
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.