Broker Check

Richard Schillig, CLU, ChFC

"We develop strategies to help protect assets, with the potential for tax deferral, and increased retirement income."


Life Insurance Planning

  • Whole Life Solutions
  • Universal Life Solutions
  • Term Life Solutions
  • Life Insurance w/ Specialty Benefits

Health Insurance Planning

  • Major Medical Coverage
    • On Health Market Place
    • Off Health Market Place 
  • Health Savings Accounts
  • Long Term Care Coverage
  • Long Term Care Coverage Alternatives
  • Medicare Part D Plans
  • Medicare Advantage Plans (Part C)
  • Medicare Supplements

Retirement Products for Income Planning strategies

  • Fixed Immediate Annuities
  • Fixed Annuities*
  • Fixed Indexed Annuities*
    • Roth IRA's
    • Traditional IRA's

Understanding Today's Financial Environment

We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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