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:

New Things to know!

  • Memorial Day, May 27th.  

  • Turning 65! Learn about Medicare. See our 2024 Updated Events online for June-September Zoom meetings. RSVP Required Events
  • Need Medicare? You Could Qualify For A Special Enrollment PeriodSee Medicare Enrollment Periods

    Special Enrollment Period due to a life change (Health Insurance)

    Certain life events, like losing health coverage (including Medicaid or Children's Health Insurance Program (CHIP) coverage), moving, getting married, having a baby, or adopting a child, may qualify you to enroll in or change Marketplace health plans outside the yearly Open Enrollment Period (November 1 — January 15).

    Contact us for details 563-332-2200 or or fill out our webform at the bottom of our website.

  • New Retirement plan Contributions Limits for 2024 See CURRENT RETIREMENT CONTRIBUTION LIMITS Don't wait to save for your retirement! Open a IRA (Individual Retirement Account) Today! (You can make contributions for 2024 (April 15th 2025)
  • Going on a trip out of the USA? Looking to take the travel stress away? Look no further, travel insurance has you covered! Let yourself relax while travel insurance keeps your family and your belongings protected. Contact me today at 563-332-2200 for more information on what travel insurance provides. Get Travel Insurance coverage details go through Craig.  Travel Insurance
  • Look into Life Insurance 101, find out why this a one of the most important financial tools you have for you. Get details through Craig. 
  • Disability Insurance, It's May Disability Insurance Awareness Month Remember if you have an accident, your bills don't stop when you can't work, with this insurance you can get help paying them when you can't work.  Details through Craig.
  • New Health Savings Accounts Contribution Limits for 2024-2025 (You can make contributions for 2024 Till (April 15th 2025)
  • 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/Disability Planning

Health Insurance Planning Long Term Care/Disability Planning

Major Medical Coverage

  • On Health Market Place
  • Off Health Market Place

Health Savings Accounts

Long Term Care Coverage

Long Term Care Coverage Alternatives

Disability Insurance

Medicare Planning<br/>

Medicare Planning

Medicare Plans

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

Travel Insurance

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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