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.