Broker Check
Risk Management Identity Theft Estate Planning Investment Basics

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. 


For our latest Podcast,
click on Real Wealth Weekly below.


About Us

All 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 disabled.

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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.

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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.

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