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920-734-2880


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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.










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.

Learn more

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.

Learn more


































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. 

Learn more

CONTACT

210 S Bluemound Dr

Appleton, WI 54914

Schleicher/Witz Financial

Office: 920-734-2880

Toll-Free: 888-498-4749

Mobile: 920-734-2880

Fax: 920-734-4007

clientservice@schleicherwitzfinancial.com



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