Protecting Your Future Together

Personalized financial plans that fit your life goals

Tailored retirement strategies for peace

Insurance solutions that safeguard family

Estate planning with your legacy in mind

A warm handshake between Eric and a smiling client in a cozy office setting
A warm handshake between Eric and a smiling client in a cozy office setting
A family enjoying a sunny picnic in a park, symbolizing protection and care
A family enjoying a sunny picnic in a park, symbolizing protection and care
Close-up of hands signing important documents with a financial advisor
Close-up of hands signing important documents with a financial advisor

About Us

Personalized financial guidance rooted in over 20 years of experience.

Portrait of Eric M. Schleuder warmly engaging with a client in a cozy office setting.
Portrait of Eric M. Schleuder warmly engaging with a client in a cozy office setting.
A family smiling together outdoors, symbolizing protection and future planning.
A family smiling together outdoors, symbolizing protection and future planning.

Our Services

Tailored financial guidance to protect and grow your future.

Retirement

Crafting retirement plans that fit your lifestyle and dreams.

A serene couple reviewing their retirement plans together at a cozy home office.
A serene couple reviewing their retirement plans together at a cozy home office.
Insurance

Smart insurance strategies to safeguard your family’s future.

Estate planning that honors your wishes and protects your legacy.

Estate
An advisor discussing estate plans with a multi-generational family around a dining table.
An advisor discussing estate plans with a multi-generational family around a dining table.
Close-up of hands signing financial documents with a calculator and laptop nearby.
Close-up of hands signing financial documents with a calculator and laptop nearby.

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