Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
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.
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.
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.