As a client, we’ll use our LOCK process to guide you through:

Investment Advisory


• Portfolio Design
• Portfolio Management
• Portfolio Review
• Risk Management
• Corporate Benefits Program

Planning Services


• Financial Planning
• Estate Planning
• Income Planning
• Social Security Planning
• Student Loan Planning

Insurance Sevices


• Annuities
• Pension Maximization
• Life Insurance
• Disability Insurance / Long-term Care
• Executive Benefits

THE LOCK PROCESS

Today’s financial marketplace can be volatile. Are your retirement assets protected?

The LOCK planning process from B.A. Schrock Financial uses a variety of financial vehicles, including insurance products, to help protect a portion of your retirement assets from market risk and help you save for the retirement you envision.

What is it, and why might you need it?

In an uncertain financial environment, are your retirement assets protected?
Traditionally, financial planning focused on creating a suitable plan geared toward a client’s retirement goals. The LOCK process is no different, but it also includes components that others may not — components that, if left untouched, could hinder your journey toward your golden years. Here’s a look at the LOCK process and how it will help you realize your ideal retirement.

LEARN

We’ll meet with you one-on-one to evaluate your existing strategy and discuss our findings. Then, we’ll work with you to clarify your financial goals and identify any concerns or risks.

ORGANIZE

We work with you to develop a financial strategy using a variety of insurance and investment products. Next, we perform an in-depth review of your situation and research potential options for improvements.

COLLABORATE

We share your strategy designed to fit your lifestyle and passions. If there’s room for improvement, we’ll discuss making potential changes right away

KEEP ON TRACK

Our relationship doesn’t end with designing your strategy. A cornerstone of the LOCK process is a recurring review of your financial strategy — designed to keep you on course with your goals.

A Guide To Maximizing Your Social Security Benefits!

With this 12-page instant download to help you optimize your Social Security Benefits, you’ll discover:

  • What is the best age to access your Social Security Benefits?
  • How Social Security Could Affect You and Your Retirement.
  • How much of your Social Security Income is Taxable?
  • Will having a job impact your benefits?
  • Can I take Social Security Benefits early?
    and many other important facts concerning your Social Security Benefits!
INSTANT DOWNLOAD!

READY TO TAKE THE NEXT STEP?

For more information about any of the products and services we provide, schedule a meeting today or give us a call at 330-473-1060

SCHEDULE A MEETING

CONTACT US
Phone: 330-473-1060
Fax: 330-334-0808
Email: info@baschrock-fg.com

OUR LOCATION
102 Main Street
Suite 205
Wadsworth, OH 44281
Get Directions

OFFICE HOURS
Monday – Friday
8 a.m. – 5 p.m.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and BA Schrock Wealth Management are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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