Our Qualifications

We have been working with individuals and businesses in the area for several years.

Jon Schlueter, RFC®, CLTC has extensive personal and professional experience with over 30 years in the Insurance and Financial Services field.

Jon Schlueter proudly holds the Certified Financial Fiduciary® and Registered Financial Consultant RFC® professional designation.  The coveted designations are presented to financial advisors who meet certain criteria:  Education, Examination, Experience, Ethics, Financial Licensure, Conduct and Continuing Professional Education. 

The mission of the Certified Financial Fiduciary® is:  "To develop a network of qualified professionals that strive to create a strong and safe environment where investors are assured that their bests interests always come first."

The mission of the RFC® is:  "Financial professionals dedicated to helping people do a better job of spending, saving, investing, insuring and planning."

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and insurance services. The personalized program that we can provide is a roadmap to working toward a more confident financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.