Broker Check

Richard Schillig, CLU, ChFC, LUTCF

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

What's New:

Going on a Trip out of the USA get coverage details for Travel Insurance

New Health Savings Accounts Contribution Limits for 2024 HSA 2023-2024

Turning 65! Learn about Medicare. See our Events online for Zoom meetings. Events

Listen to Safe Money - with Dick Schillig on Radio 1420AM online. Safe Money - with Dick Schillig Radio Page Listen to past show

Life Insurance Planning

Life Insurance Planning

  • Whole Life Solutions
  • Universal Life Solutions
  • Term Life Solutions
  • Life Insurance w/ Specialty Benefits
Retirement Products for Income Planning strategies

Retirement Products for Income Planning strategies

Fixed Immediate Annuities

Fixed Annuities*

Fixed Indexed Annuities*

  • Roth IRA's
  • Traditional IRA's
Health Insurance Planning Long Term Care Planning

Health Insurance Planning Long Term Care 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 Planning&#160; Travel Insurance<br/>

Medicare Planning  Travel Insurance

Medicare Plans

  • Medicare Part D Plans
  • Medicare Advantage Plans (Part C)
  • Medicare Supplements

Travel Insurance

Understanding Today's Financial Environment

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

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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